159194 2014-02-07T15:48:52-05:00 266153 false Admin 2 2016-12-28T12:12:48-05:00 1 1 2014-02-12T14:56:13-05:00 3 2 In Admin, you can do the following: Sub-Module Description Content Management Content Management allows you to view the company information created by the admin while creating a new company. Individual company logo setup can be managed from here. Web Site Management Web Site Management provides full integrated set up to maintain all the different contact addresses of the organization, where the company is operating. All the job postings and news postings of the organization can be monitored from web site management. User Management Employees can be given preferences to different modules in the application, their user id password can be modified, and employees can be deactivated from User Management. New employees can be created and exported from here. Knowledge Center Through Admin-Knowledge Center the proposals and queries which were posted by users through Collaboration-Knowledge Center, are answered, approved or deleted by admin. When selected to add to portal, selected users can see approved items by admin, in collaboration. Contact Management Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here. Data Management Data Management section allows you (Administrator) to have full visibility of all records in the system. The Data Management section contains the main screens of Contacts, Companies, Candidates and Job Orders as listed in the CRM (module). By default, the system displays the Contacts main screen when you select the Data Management section. Burden Management Burden Management provides you with the capability to itemize your individual bill and pay burdens. Notification Management Notification Management allows you to manage notifications created and sent for candidates/employees credentials that are going to expire. Company Defined Fields Company Defined Fields are custom fields that Admins can create to appear on CRM records(Companies, Contacts, Candidates, Job Orders) Payroll Setup Payroll Setup is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter: Manage Rates With Manage Rates there is now one centralized location to organize and manage your various rates.  Manage Roles As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions. <p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: small;"><strong>In Admin, you can do the following:</strong></span></p><table cellspacing="0" style="color: rgb(0, 0, 0); font-family: 'Times New Roman'; font-size: medium;"><tbody> <tr> <td width="113">Sub-Module</td> <td width="579"><strong>Description</strong></td> </tr> <tr> <td class="current" width="113"><span style="font-size: medium;"><a href="http://support.akkencloud.com/solution/categories/159194/folders/266153/articles/4000004517-company" target="">Content Management</a><br></span></td> <td width="579"><span style="font-size: medium;">Content Management allows you to view the company information created by the admin while creating a new company. Individual company logo setup can be managed from here.</span></td> </tr> <tr> <td width="113"><span style="font-size: medium;"><a href="http://support.akkencloud.com/solution/categories/159194/folders/266153/articles/4000004519-website" target="">Web Site Management</a><br></span></td> <td width="579"><span style="font-size: medium;">Web Site Management provides full integrated set up to maintain all the different contact addresses of the organization, where the company is operating. All the job postings and news postings of the organization can be monitored from web site management.</span></td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000094757-user-management" style="color: rgb(0, 173, 237); font-size: medium;"><span style="color: rgb(44, 130, 201);">User Management</span></a></td> <td width="579"><span style="font-size: medium;">Employees can be given preferences to different modules in the application, their user id password can be modified, and employees can be deactivated from User Management. New employees can be created and exported from here.</span></td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000005626-knowledge-management-home" style="color: rgb(0, 173, 237); font-size: medium;"><span style="color: rgb(44, 130, 201);">Knowledge Center</span></a></td> <td width="579"><span style="font-size: medium;">Through Admin-Knowledge Center the proposals and queries which were posted by users through Collaboration-Knowledge Center, are answered, approved or deleted by admin. When selected to add to portal, selected users can see approved items by admin, in collaboration.</span></td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000094760-contact-management" style="color: rgb(0, 173, 237); font-size: medium;"><span style="color: rgb(44, 130, 201);">Contact Management</span></a></td> <td width="579"><span style="font-size: medium;">Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here.</span></td> </tr> <tr> <td width="113"><a href="http://support.akkencloud.com/solution/articles/4000094761-data-management" style="color: rgb(0, 173, 237); font-size: medium;"><span style="color: rgb(44, 130, 201);">Data Management</span></a></td> <td width="579"><span style="font-size: medium;">Data Management section allows you (Administrator) to have full visibility of all records in the system. The Data Management section contains the main screens of Contacts, Companies, Candidates and Job Orders as listed in the CRM (module). By default, the system displays the Contacts main screen when you select the Data Management section.</span></td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000055328-burden-management"><span style="font-size: 16px;">Burden Management</span></a><br> </td> <td><span style="font-size: 16px;">Burden Management provides you with the capability to itemize your individual bill and pay burdens.</span></td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106412-notification-management"><span style="font-size: 16px;">Notification Management</span></a><br> </td> <td><span style="font-size: 16px;">Notification Management allows you to manage notifications created and sent for candidates/employees credentials that are going to expire.</span></td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106410-company-defined-fields"><span style="font-size: 16px;">Company Defined Fields</span></a><br> </td> <td><span style="font-size: 16px;">Company Defined Fields are custom fields that Admins can create to appear on CRM records(Companies, Contacts, Candidates, Job Orders)</span></td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106414-payroll-setup"><span style="font-size: 16px;">Payroll Setup</span></a><br> </td> <td> <span style="font-size: 16px;">Payroll Setup is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter:</span><br> </td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000055327-manage-rates"><span style="font-size: 16px;">Manage Rates</span></a><br> </td> <td> <span style="font-size: 16px;">With Manage Rates there is now one centralized location to organize and manage your various rates. </span><br> </td> </tr> <tr> <td> <a href="http://support.akkencloud.com/solution/articles/4000106417-manage-roles"><span style="font-size: 16px;">Manage Roles</span></a><br> </td> <td> <span style="font-size: 16px;">As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions.</span><br> </td> </tr> </tbody></table> 266153 820 190008 2017-07-28T10:02:20-04:00 4004241107 1 2 3 2 Admin Snapshot 2015-08-21T04:41:07-04:00 12054499 1 2014-03-06T11:33:25-05:00 4 3 The Company Information section displays the information specified by the System – Admin while creating a new account (Company) for the users of the application. To view the company information details: Click Company Information available in the Content Management menu. The system displays the Company Information screen. You can edit the company information by clicking on the Edit link available in the company information screen. The History section displays the history of the company information edited by you. The details of the company information are displayed under the following columns: Company Name, Company FEIN, Company Status, Company Type, Modified User and Modified Date. <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The <strong>Company Information</strong> section displays the information specified by the <strong>System – Admin</strong> while creating a new account (Company) for the users of the application.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view the company information details:</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="line-height: 1.3; color: rgb(0, 0, 0); font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><span style="color: rgb(0, 0, 0);">Click</span><span style="color: rgb(0, 0, 0);"> </span><b style="color: rgb(0, 0, 0);">Company Information</b><span style="color: rgb(0, 0, 0);"> </span><span style="color: rgb(0, 0, 0);">available in the</span><span style="color: rgb(0, 0, 0);"> </span><b style="color: rgb(0, 0, 0);">Content Management</b><span style="color: rgb(0, 0, 0);"> </span><span style="color: rgb(0, 0, 0);">menu. The system displays the</span><span style="color: rgb(0, 0, 0);"> </span><b style="color: rgb(0, 0, 0);">Company Information</b><span style="color: rgb(0, 0, 0);"> </span><span style="color: rgb(0, 0, 0);">screen.</span></span></p><div><font color="#000000"><br></font></div><div> <font color="#000000"><p><img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226199/original/Fhlk0kE9OwWyYt7wY1amDHCS7HhUum3mJQ?1482443731" style="width: 1270px; height: 676.054px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226199/original/Fhlk0kE9OwWyYt7wY1amDHCS7HhUum3mJQ?1482443731" data-fileid="4034226199" data-uniquekey="1482443711506"></p> <p><br></p></font><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li><span style="font-size: medium;">You can edit the company information by clicking on the <strong>Edit</strong> link available in the company information screen.</span></li> <li><span style="font-size: medium;">The History section displays the history of the company information edited by you.</span></li> <li><span style="font-size: medium;">The details of the company information are displayed under the following columns: <strong>Company Name, Company FEIN, Company Status, Company Type, Modified User </strong>and <strong>Modified Date</strong>.</span></li> </ol> </div> 266153 605 4000004517 2016-12-22T16:55:43-05:00 4004241107 2 2 4 3 Company Information 2015-06-24T09:16:03-04:00 8077284 1 2014-03-06T11:42:11-05:00 4 3 JOB POSTING Job Posting is done by the sales people to meet their requirement. The Job Postings done by the sales people are displayed under Job Posting section.  Akken Staffing provides the corporate management features which facilitates the administrator to know the status of each job posting based on which the administrator can make an effort to help the sales people to meet the requirement. The administrator can directly add the requirement from Job Posting section.   Choose the Admin >> Website Management and then click on Job Posting link from left menu. Result: The screen refreshes by displaying the Job Posting screen.   To view a full sized copy of the image, please click directly onto the graphic. The details of the Job Postings are displayed under the following columns: Job Title, Company, City, State, No.Open/Filled, Created Date, Created By, Modified Date, Modified By and Date Posted. The No.Open/Filled column shows two key pieces of information such as: Total: It shows the number of vacancies to be filled against the required position. Filled: It shows the number of vacancies filled for the position out of the total vacancies. Following are the statuses displayed by the Date Posted column in the Job Postings home page: Posted, Refreshed and Expired. Blank: No data will be displayed when the Job Order is not posted to Website. Posted: This status will be displayed when you post the Job Order to Website. This status also displays the posted date in parentheses next to the Posted status. Refreshed: This status will be displayed when you post the Job Order for the second time. This status also displays the Refreshed date in parenthesis next to the Refreshed status. Expired: This status will be displayed when the Job Order has expired. All the expired Job Orders will be removed automatically from the Website. The option to have posts expired by a certain time is available in the Set Job Order Preferences screen. Select a job order and click on the ‘Post to Website’ link available in the Job Postings home page to post the job order to Website. See the Post to Website topic for details. If you want to remove the job order from Website list, then select a job order that is already posted and click on the ‘Remove from Website’ link available in the Job Posting home page. See the Remove from Website topic for details. Use the search bar to display the records that match with the text strings specified in the search bar columns. Click on the ‘New Job Order’ link to add a new job order. See the New Job Order topic for details. See the Paging options topic to know how to use the paging options displayed at the bottom of the Job Posting page. Clicking on any of the column heading allows sorting the records either ascending or descending order.   POST to WEBSITE   The application provides the privilege to the administrator where in the administrator can add any job order to Hot Jobs section on the Web Site. The administrator generally uses this option for the job orders which needs to be met in limited period or when requirement needs high profile candidates etc. Using Post to Website link, you can post the job orders to Web Site. Select the Job Order(s) you want to post and click on “Post to Website” link available in the Job Postings home page. The system refreshes and displays the following alert message as shown below:   Click on the OK button to post the job order to Web Site. The system refreshes and displays the posted Job Order in the Web API application. Click on the Cancel button to cancel and return to Job Posting home page. The status of the posted job order will be displayed as Posted along with the Posted Date in parentheses in the Date Posted column. You can now select multiple Job Order(s) and post them all at once. Note: When you re-post an Expired/Removed job order, the system displays the status of that job order as Refreshed along with the refreshed date in the Date Posted column. Job Order Display in Web Site API When you post the Job Order to Web Site API, it is displayed in the Web Site API application as shown below: Remove from Web Site New Job Order Edit Job Order Contact Us International organizations usually have the multiple contact addresses for different locations. The Administrator sets the “Corporate Contact Us” Address which is for the organization corporate headquarters. The administrator also maintains the list of active “Contact Us” addresses for the various locations where company has its branches. These “Contact Us” represents the countries/states/cities/towns in which the organization does the business. The Administrator adds and maintains the list of contact addresses for the organization. News The administrator can use NEWS feature to keep the members of the organization informed with the latest news and information about the industry, requirements or about the organization itself. News can be added, edited and deleted from NEWS section under Web Site Management. The News added from Admin appears under ‘Company News’ section in the eDesk. <h1 style="font-family: Helvetica, Arial, sans-serif;"><b style="font-size: x-large; color: rgb(79, 129, 189);">JOB POSTING</b></h1><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span style="font-size: medium;">Job Posting is done by the sales people to meet their requirement. The Job Postings done by the sales people are displayed under Job Posting section.  <strong>Akken Staffing</strong> provides the corporate management features which facilitates the administrator to know the status of each job posting based on which the administrator can make an effort to help the sales people to meet the requirement.</span></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span style="font-size: medium;">The administrator can directly add the requirement from Job Posting section.</span></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span style="line-height: normal; font-size: medium;"> </span></p><p><span style="font-size: medium;">Choose the Admin &gt;&gt; Website Management and then click on <strong>Job Posting</strong> link from left menu. Result: The screen refreshes by displaying the Job Posting screen.</span></p><p> </p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226241/original/nLflYyaPKVdRiXnAC9KMmDkPfIrwmymA0Q?1482443869" style="width: 1277px; height: 675.733px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226241/original/nLflYyaPKVdRiXnAC9KMmDkPfIrwmymA0Q?1482443869" data-fileid="4034226241" data-uniquekey="1482443744477"></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span>To view a full sized copy of the image, please click directly onto the graphic.</span></p><ol type="1"> <li><span style="font-size: medium;">The details of the Job Postings are displayed under the following columns: Job Title, Company, City, State, No.Open/Filled, Created Date, Created By, Modified Date, Modified By and <em>Date Posted</em>.</span></li> <li><span style="font-size: medium;">The No.Open/Filled column shows two key pieces of information such as: <strong>Total:</strong> It shows the number of vacancies to be filled against the required position. <strong>Filled: </strong>It shows the number of vacancies filled for the position out of the total vacancies.</span></li> <li><span style="font-size: medium;">Following are the statuses displayed by the <strong>Date Posted</strong> column in the Job Postings home page: <strong>Posted, Refreshed </strong>and<strong> Expired.</strong></span></li> </ol><ul type="disc"> <li><span style="font-size: medium;"><strong>Blank</strong>: No data will be displayed when the Job Order is not posted to Website.</span></li> <li><span style="font-size: medium;"><strong>Posted</strong>: This status will be displayed when you post the Job Order to Website. This status also displays the posted date in parentheses next to the Posted status.</span></li> <li><span style="font-size: medium;"><strong>Refreshed</strong>: This status will be displayed when you post the Job Order for the second time. This status also displays the Refreshed date in parenthesis next to the Refreshed status.</span></li> <li><span style="font-size: medium;"><span><strong>Expired</strong>: This status will be displayed when the Job Order has expired. All the expired Job Orders will be removed automatically from the Website. The option to have posts expired by a certain time is available in the Set Job Order Preferences screen.</span></span></li> </ul><ol type="1"> <li><span style="font-size: medium;">Select a job order and click on the ‘<strong>Post to Website’</strong> link available in the Job Postings home page to post the job order to Website. See the <strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Add_job_posting_as_hot_jobs.htm"><u>Post to Website</u></a></strong> topic for details.</span></li> <li><span style="font-size: medium;">If you want to remove the job order from Website list, then select a job order that is already posted and click on the ‘<strong>Remove from Website’</strong> link available in the Job Posting home page. See the <strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Remove_job_posting_from_hot_jobs.htm"><u>Remove from Website</u></a></strong> topic for details.</span></li> <li><span style="font-size: medium;">Use the search bar to display the records that match with the text strings specified in the search bar columns.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘New Job Order’ </strong>link to add a new job order. See the <strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Add_Job_Order.htm"><u>New Job Order</u></a></strong> topic for details.</span></li> <li><span style="font-size: medium;">See the <strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Paging_Options.htm"><u>Paging options</u></a></strong> topic to know how to use the paging options displayed at the bottom of the Job Posting page.</span></li> <li><span style="font-size: medium;">Clicking on any of the column heading allows sorting the records either ascending or descending order.</span></li> </ol><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"> </p><h1 style="font-family: Helvetica, Arial, sans-serif;"><strong><font style="color: rgb(79, 129, 189); font-size: x-large;"><a href="http://help.akken.com/help-articles/post-to-web-site/">P</a>OST to WEBSITE</font></strong></h1><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"> </p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span style="font-size: medium;">The application provides the privilege to the administrator where in the administrator can add any job order to Hot Jobs section on the Web Site. The administrator generally uses this option for the job orders which needs to be met in limited period or when requirement needs high profile candidates etc.</span></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span style="font-size: medium;">Using <strong>Post to Website</strong> link, you can post the job orders to Web Site.</span></p><ol type="1"><li><span style="font-size: medium;">Select the Job Order(s) you want to post and click on <strong>“Post to Website”</strong> link available in the Job Postings home page. The system refreshes and displays the following alert message as shown below:</span></li></ol><p> </p><p><br></p><p><font color="#4a4a4a"><img style="cursor: default;" alt="Posting_Alert.gif" src="http://cdn.freshdesk.com/data/helpdesk/attachments/production/4000599207/original/Posting_Alert.gif?1394134236" class="fr-dii fr-draggable"></font></p><p><br></p><ul type="disc"><li><font color="#4a4a4a" style="font-size: medium;"><ul> <li>Click on the <strong>OK</strong> button to post the job order to Web Site. The system refreshes and displays the posted Job Order in the Web API application.</li> <li>Click on the <strong>Cancel</strong> button to cancel and return to Job Posting home page.</li> </ul></font></li></ul><p><font color="#4a4a4a"></font></p><ol type="1"> <li><font color="#4a4a4a"><span style="font-size: medium;">The status of the posted job order will be displayed as <strong>Posted</strong> along with the Posted Date in parentheses in the <strong>Date Posted</strong> column.</span></font></li> <li><font color="#4a4a4a"><span style="font-size: medium;">You can now select multiple Job Order(s) and post them all at once.</span></font></li> </ol><table cellspacing="0" width="100%"><tbody><tr><td class="current" width="100%"><span class="current" style="font-size: medium;"><strong>Note: When you re-post an Expired/Removed job order, the system displays the status of that job order as Refreshed along with the refreshed date in the Date Posted column</strong>.</span></td></tr></tbody></table><p style="font-size: medium;"><font color="#4a4a4a"><br></font></p><p style="font-size: medium;"><font color="#4a4a4a">Job Order Display in Web Site API</font></p><p style="font-size: medium;"><font color="#4a4a4a">When you post the Job Order to Web Site API, it is displayed in the Web Site API application as shown below:</font></p><p></p><p><span style="font-size: medium;"><a href="http://help.akken.com/help-articles/remove-from-web-site/" style="background-color: rgb(255, 255, 255); color: rgb(0, 173, 237);">Remove from Web Site</a><br></span></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><a href="http://help.akken.com/help-articles/new-job-order/" style="color: rgb(0, 173, 237); font-size: medium;">New Job Order</a></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><a href="http://help.akken.com/help-articles/edit-job-order-details/" style="color: rgb(0, 173, 237); font-size: medium;">Edit Job Order</a></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><br></p><h1 style="font-family: Helvetica, Arial, sans-serif;"><b style="font-size: large; color: rgb(79, 129, 189);">Contact Us</b></h1><div><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">International organizations usually have the multiple contact addresses for different locations. The Administrator sets the “Corporate Contact Us” Address which is for the organization corporate headquarters. The administrator also maintains the list of active “Contact Us” addresses for the various locations where company has its branches.</span><br></span></div><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span style="font-size: medium;">These “Contact Us” represents the countries/states/cities/towns in which the organization does the business. The Administrator adds and maintains the list of contact addresses for the organization.</span></p><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><br></p><h1 style="font-family: Helvetica, Arial, sans-serif;"><b style="font-size: large; color: rgb(79, 129, 189);">News</b></h1><div><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">The administrator can use NEWS feature to keep the members of the organization informed with the latest news and information about the industry, requirements or about the organization itself. News can be added, edited and deleted from NEWS section under Web Site Management.</span><br></span></div><div> <p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif;"><span style="font-size: medium;">The News added from Admin appears under ‘Company News’ section in the eDesk.</span></p> <p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><br></p> <p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><br></p> </div><p style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><br></p> 266153 794 4000004519 2016-12-22T16:58:01-05:00 4004241107 3 2 4 3 Website Management 2015-08-21T04:41:08-04:00 8077284 1 2014-04-29T11:55:47-04:00 0 0 SKILLS MANAGEMENT Objective of this release is to provide new functionality to maintain a manageable skills list. As part of this, we introduced a new menu in Admin, modified the skills tab for candidates, applicants and employees along with the skills section in "Job Orders". Users would still be able to parse resumes and auto populate all recognized keywords as skills as before. However, with this release users will also have an option to either retain the parsed skills and add more skills from the list maintained in Akken or remove the parsed skills and then add skills from the list. 1. Introduced a new preference under Admin for “Skill Management” 2. Introduced a new preference under Candidates for “Manageable Skills” 3. Introduced a new menu in Admin for "Skill Management" 4. Modified "Skills Tab" on the candidate, applicant and employee records 5. Modified "Skills Section" of the "Job Orders" 6. Modified Advance Search section in candidates 1. Introduced a new preference under Admin for “Skill Management”. Selecting the preference in the above screenshot enables a menu for "Skill Management" under Admin. This preference can be turned on for just Admin users so the list can be maintained just by them. 2.) Introduced a new preference under CRM candidates, HRM Applicants and Employees Selecting the preferences in above screenshot enables the option to add skills to the list by a non-admin user directly from the Candidates screen in CRM along with Applicants and Employees screen in HRM. 3. Menu item is located within Admin for Skill Management Click on "Admin – Skill Management" to go to the skills list. This screen will NOT list any skills by default. A list has to be created to be able to select skills on the candidate, applicants or employee screens. Click on Add New Skill to get to the pop up for creating a new skill. Key in a skill name and click on Save.Skills can also be categorized for each HRM Department. Category and Department are optional. Skill Categories can be added via multiple links. a) Click on Manage categories on the main skill listing screen to get to the pop up as below Click on Add New Category, key in a Category and click on Save. b) When adding a new skill, Click on Select/Edit List next to Category(s). Click on "Add New Category" to get to the "Manage Categories" pop up. Click on "Add New Category" and Save. To assign a skill to a category, click on the link “Select/Edit List” next to the “Category(s)” label. This would launch a pop-up that lists all existing skill categories. Select the category(s) on the left side and click on “Add”. Selected category names would now be visible on the right side. Click on "Save". A similar option for assigning skills to a HRM Department(s) exists by using the link “Select/Edit List” next to Department(s). However, new HRM Departments CANNOT be added from this section. 4. Modified skills tab on Candidates, Applicants and Employee records.  a) Adding skills when creating new candidates manually using the wizard When in CRM Candidates, click on New to get to the options for creating candidates. Select the first option to use the wizard. When on the skills tab, links to add skills are visible in two places. Click on any link to get to the pop up listing all  pre-defined skills.   The pop up offers multiple ways to filter/search existing skills. Drop downs for Department and Category can be used to filter the list of skills provided a skill has been assigned to a category or a department. Skill name can also be keyed into the “Search Skill(s)” and by clicking on “Search” will narrow down the list as in the above screenshot. b) Modifying skills for candidates that were created by parsing a resume Users can select multiple skills on the left side in the pop up and click on Add so they list on the right side in the pop up. Click on "Save" to populate the candidates skills tab with the selected skills. Default values of “Current” for Last Used and “Expert” for Skill Level are populated with a blank "Years of Experience" field. Set appropriate values for these and click on "Save" the candidate record. Skills added can also be deleted using the red “X” next to each skill. Skills added from the list of managed skills are displayed on the candidate screen with skill type as “Managed”. They can be deleted by selecting the check boxes to the left and using the link “Delete Selected Skills”. Note: When uploading a new resume to an existing candidate, all existing skills would be replaced by the newly parsed skills except the managed skills added by the user. Parsing does not overwrite any previously added skills from the manageable list. <p><b style="font-size: x-large; color: rgb(79, 129, 189);">SKILLS MANAGEMENT</b></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">Objective of this release is to provide new functionality to maintain a manageable skills list. As part of this, we introduced a new menu in Admin, modified the skills tab for candidates, applicants and employees along with the skills section in </span><span style="color: rgb(0, 0, 0);"><strong>"Job</strong></span><b style="color: rgb(0, 0, 0);"> Orders".</b><span style="color: rgb(74, 74, 74);"> Users would still be able to parse resumes and auto populate all recognized keywords as skills as before. However, with this release users will also have an option to either retain the parsed skills and add more skills from the list maintained in Akken or remove the parsed skills and then add skills from the list.</span></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">1. Introduced a new preference under Admin for </span><b style="color: rgb(0, 0, 0);">“Skill Management”</b></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">2. Introduced a new preference under Candidates for </span><b style="color: rgb(0, 0, 0);">“Manageable Skills”</b></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">3. Introduced a new menu in Admin for </span><b style="color: rgb(0, 0, 0);">"Skill Management"</b></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">4. Modified </span><b style="color: rgb(0, 0, 0);">"Skills Tab"</b><span style="color: rgb(74, 74, 74);"> on the candidate, applicant and employee records</span></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">5. Modified </span><b style="color: rgb(0, 0, 0);">"Skills Section" </b><span style="color: rgb(74, 74, 74);">of the </span><b style="color: rgb(0, 0, 0);">"Job Orders"</b></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">6. Modified Advance Search section in candidates</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p><span style="font-size: medium; color: rgb(0, 0, 0);"><strong>1. Introduced a new preference under Admin for “Skill Management”.</strong></span></p><p><span style="font-size: medium; color: rgb(0, 0, 0);"><strong><br></strong></span></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012673025/original/User_Mgmt_-_Skill_Mgmt.PNG?1429206396" class="inline-image fr-dii fr-draggable" data-id="4012673025" style="cursor: default;"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><a href="http://help.akken.com/wp-content/uploads/2012/11/Akken-1.jpg" rel="lightbox[12294]" style="color: rgb(0, 173, 237);"></a><span style="color: rgb(74, 74, 74);">Selecting the preference in the above screenshot enables a menu for </span><span style="color: rgb(0, 0, 0);"><strong>"Skill Management"</strong> </span><span style="color: rgb(74, 74, 74);">under Admin. This preference can be turned on for just Admin users so the list can be maintained just by them.</span></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p><span style="font-size: medium; color: rgb(0, 0, 0);"><strong>2.) Introduced a new preference under CRM candidates, HRM Applicants and Employees</strong></span></p><p><span style="font-size: medium; color: rgb(0, 0, 0);"><strong><br></strong></span></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012672917/original/User_Mgmt_-_Add_Skills.PNG?1429206220" class="inline-image fr-dii fr-draggable" data-id="4012672917" style="cursor: default;"></p><p><br></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">Selecting the preferences in above screenshot enables the option to add skills to the list by a non-admin user directly from the Candidates screen in CRM along with Applicants and Employees screen in HRM.</span></p><p><span style="font-size: medium;"><strong><br></strong></span></p><p><span style="font-size: medium; color: rgb(0, 0, 0);"><strong>3. Menu item is located within Admin for Skill Management</strong></span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512368/original/DMK1Gav-HGAgJfyvLbacsDgWR8VeiqvKSQ?1501093812" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512368/original/DMK1Gav-HGAgJfyvLbacsDgWR8VeiqvKSQ?1501093812" data-fileid="4041512368" data-uniquekey="1501093739591"></p><p><a href="http://help.akken.com/wp-content/uploads/2012/11/Akken-31.jpg" rel="lightbox[12294]" style="color: rgb(0, 173, 237);"></a></p><div><br></div><p><br></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">Click on </span><span style="color: rgb(0, 0, 0);"><strong>"Admin – Skill Management"</strong></span><span style="color: rgb(74, 74, 74);"> to go to the skills list. This screen will NOT list any skills by default. A list has to be created to be able to select skills on the candidate, applicants or employee screens.</span></span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512390/original/GMcZiVjiJNu8bEvyKyxHg8OwriLTHSdhUA?1501093864" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512390/original/GMcZiVjiJNu8bEvyKyxHg8OwriLTHSdhUA?1501093864" data-fileid="4041512390" data-uniquekey="1501093739591"></p><p><br></p><p><span style="font-size: 16.363636016845703px; line-height: 1.3; color: rgb(74, 74, 74);">Click on Add New Skill to get to the pop up for creating a new skill. Key in a skill name and click on Save.Skills can also be categorized for each HRM Department. Category and Department are optional.</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">Skill Categories can be added via multiple links.</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium; color: rgb(0, 0, 0);"><strong>a) Click on Manage categories on the main skill listing screen to get to the pop up as below</strong></span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-fileid="4041512407" data-uniquekey="1501093739591"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">Click on Add New Category, key in a Category and click on Save.</span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512418/original/sscEZW30AJu0tPg_6BULmuvkk89IX1x54A?1501093906" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512418/original/sscEZW30AJu0tPg_6BULmuvkk89IX1x54A?1501093906" data-fileid="4041512418" data-uniquekey="1501093739591"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">b) When adding a new skill, Click on Select/Edit List next to Category(s).</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512447/original/OeKAVHDrntUMnwvZN_SZskEN5gYnJAl2TQ?1501093936" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512447/original/OeKAVHDrntUMnwvZN_SZskEN5gYnJAl2TQ?1501093936" data-fileid="4041512447" data-uniquekey="1501093739591"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512463/original/EDqkKwTV8yiJKZJDnevnqMbZ6fax9-eWDA?1501093980" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512463/original/EDqkKwTV8yiJKZJDnevnqMbZ6fax9-eWDA?1501093980" data-fileid="4041512463" data-uniquekey="1501093739591"></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">Click on "Add New Category" to get to the </span><b style="color: rgb(0, 0, 0);">"Manage Categories"</b><span style="color: rgb(74, 74, 74);"> pop up. Click on </span><b style="color: rgb(0, 0, 0);">"Add New Category"</b><span style="color: rgb(74, 74, 74);"> and Save.</span></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">To assign a skill to a category, click on the link </span><b style="color: rgb(0, 0, 0);">“Select/Edit List”</b><span style="color: rgb(74, 74, 74);"> next to the “Category(s)” label. This would launch a pop-up that lists all existing skill categories. Select the category(s) on the left side and click on </span><b style="color: rgb(0, 0, 0);">“Add”</b><span style="color: rgb(74, 74, 74);">. Selected category names would now be visible on the right side. Click on </span><b style="color: rgb(0, 0, 0);">"Save"</b><span style="color: rgb(74, 74, 74);">.</span></span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512407/original/ZIWbGXXla5oft-Zw4gejR6CnunsTRzNd3g?1501093887" data-fileid="4041512407" data-uniquekey="1501093739591"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">A similar option for assigning skills to a HRM Department(s) exists by using the link </span><b style="color: rgb(0, 0, 0);">“Select/Edit List”</b><span style="color: rgb(74, 74, 74);"> next to Department(s). However, new HRM Departments </span><b style="color: rgb(0, 0, 0);">CANNOT </b><span style="color: rgb(74, 74, 74);">be added from this section.</span></span></p><p><span style="font-size: medium;"><strong><br></strong></span></p><p><span style="font-size: medium; color: rgb(0, 0, 0);"><strong>4. Modified skills tab on Candidates, Applicants and Employee records.</strong></span></p><p><span style="font-size: medium; color: rgb(0, 0, 0);"><strong><br></strong></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: 16.363636016845703px; line-height: 1.3;"> a) Adding skills when creating new candidates manually using the wizard</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">When in CRM Candidates, click on New to get to the options for creating candidates. Select the first option to use the wizard.</span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512494/original/bqfutl7ZbkhqJ10UKNX9VjchesJkhwQk4w?1501094046" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512494/original/bqfutl7ZbkhqJ10UKNX9VjchesJkhwQk4w?1501094046" data-fileid="4041512494" data-uniquekey="1501093739591"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">When on the skills tab, links to add skills are visible in two places. Click on any link to get to the pop up listing all  </span><span style="font-size: medium;">pre-defined skills.</span></p><p><a href="http://help.akken.com/wp-content/uploads/2012/11/Help-10.jpg" rel="lightbox[12294]" style="color: rgb(0, 173, 237);" title="Help 10"><span style="font-size: medium;"> </span></a></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">The pop up offers multiple ways to filter/search existing skills. Drop downs for </span><b style="color: rgb(0, 0, 0);">Department</b><span style="color: rgb(74, 74, 74);"> and </span><b style="color: rgb(0, 0, 0);">Category</b><span style="color: rgb(74, 74, 74);"> can be used to filter the list of skills provided a skill has been assigned to a category or a department.</span></span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-fileid="4041512512" data-uniquekey="1501093739591"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">Skill name can also be keyed into the </span><b style="color: rgb(0, 0, 0);">“Search Skill(s)”</b><span style="color: rgb(74, 74, 74);"> and by clicking on </span><b style="color: rgb(0, 0, 0);">“Search”</b><span style="color: rgb(74, 74, 74);"> will narrow down the list as in the above screenshot.</span></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;">b) Modifying skills for candidates that were created by parsing a resume</span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-fileid="4041512558" data-uniquekey="1501093739591"></p><p><br></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">Users can select multiple skills on the left side in the pop up and click on Add so they list on the right side in the pop up. Click on </span><b style="color: rgb(0, 0, 0);">"Save"</b><span style="color: rgb(74, 74, 74);"> to populate the candidates skills tab with the selected skills.</span></span></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512512/original/s9cz1s39d0Gwyumj6iP_5D7tZ-RPwfMtwA?1501094078" data-fileid="4041512512" data-uniquekey="1501093739591"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px;"><span style="font-size: medium;"><span style="color: rgb(74, 74, 74);">Default values of </span><b style="color: rgb(0, 0, 0);">“Current”</b><span style="color: rgb(74, 74, 74);"> for Last Used and </span><b style="color: rgb(0, 0, 0);">“Expert”</b><span style="color: rgb(74, 74, 74);"> for Skill Level are populated with a blank </span><b style="color: rgb(0, 0, 0);">"Years of Experience" </b><span style="color: rgb(74, 74, 74);">field. Set appropriate values for these and click on </span><b style="color: rgb(0, 0, 0);">"Save"</b><span style="color: rgb(74, 74, 74);"> the candidate record. Skills added can also be deleted using the red </span><b style="color: rgb(0, 0, 0);">“X”</b><span style="color: rgb(74, 74, 74);"> next to each skill.</span></span></p><p><br></p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512558/original/iniOX_TpasGogtIYqfJvklN5OLkEik9Beg?1501094194" data-fileid="4041512558" data-uniquekey="1501093739591"><p><br></p><p><span style="font-size: 16.363636016845703px; line-height: 1.3;"><span style="color: rgb(74, 74, 74);">Skills added from the list of managed skills are displayed on the candidate screen with skill type as </span><b style="color: rgb(0, 0, 0);">“Managed”</b><span style="color: rgb(74, 74, 74);">. They can be deleted by selecting the check boxes to the left and using the link “Delete Selected Skills”.</span></span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><strong>Note:</strong> When uploading a new resume to an existing candidate, all existing skills would be replaced by the newly parsed skills except the managed skills added by the user. Parsing does not overwrite any previously added skills from the manageable list.</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif;"><font color="#000000"><br></font></p> 266153 509 4000012452 2017-07-26T14:37:32-04:00 4004241107 3 2 0 0 Skill Management 2015-08-21T04:41:09-04:00 12054499 1 2014-03-13T13:01:38-04:00 1 0 You can view the list of deactivated users from User Management home page. All the three types of users: Employees, Self-Service Accounts and Consultants can be deactivated. ReActivating user accounts: Once you're on the Deactivated Users page you can then determine which types of users you wish to view by using the dropdown menu labelled 'User Type': To reactivate a user account you would simply click on the orange icon on the far right of the screen. To view a full sized copy of the image, please click directly onto the graphic. To activate the user account for an employee: Click on the Activate  icon for the employee you want to reactivate. The system refreshes and displays the following alert message as shown below: How Reactivated Employee’s email will function upon reactivation: If the employee’s email folders were moved to another employee, then the Reactivated Employee will not see legacy emails and folders in their collaboration email screen. If email forwarding was enabled to go to another employee, that will stop and all new emails will be sent to the Reactivated Employee. If no email options were selected when deactivating, the email account will contain all information that it had before. Click on the Reactivate Employee to reactivate the employee. Click on the Cancel to cancel and return back to previous page. <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">You can view the list of deactivated users from User Management home page. All the three types of users: Employees, Self-Service Accounts and Consultants can be deactivated.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512737/original/MhliDHPVdV_EfD-4izfnxmuhgn5XMXAN3g?1501094516" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512737/original/MhliDHPVdV_EfD-4izfnxmuhgn5XMXAN3g?1501094516" data-fileid="4041512737" data-uniquekey="1501094482101"></span><br></p><h6 style="font-family: 'Times New Roman';"><span style="color: rgb(79, 129, 189); font-size: medium;"><strong><br></strong></span></h6><h6 style="font-family: 'Times New Roman';"><span style="color: rgb(79, 129, 189); font-size: large;"><strong>ReActivating user accounts:</strong></span></h6><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);">Once you're on the Deactivated Users page you can then determine which types of users you wish to view by using the dropdown menu labelled 'User Type':</p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512770/original/ogvtIXxVPWe8Ts_NWOAcsS51bbBpYLGNeQ?1501094589" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512770/original/ogvtIXxVPWe8Ts_NWOAcsS51bbBpYLGNeQ?1501094589" data-fileid="4041512770" data-uniquekey="1501094482101"></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><br></p><p><font color="#4a4a4a" face="Helvetica, Arial, sans-serif" size="3">To reactivate a user account you would simply click on the orange icon on the far right of the screen.</font></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512855/original/5uF1vME8vVD1UAWNrdan-MnA-Ww7Swb-4Q?1501094771" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512855/original/5uF1vME8vVD1UAWNrdan-MnA-Ww7Swb-4Q?1501094771" data-fileid="4041512855" data-uniquekey="1501094482101"></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view a full sized copy of the image, please click directly onto the graphic.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To activate the user account for an employee:</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;"><span>Click on the</span><strong> Activate</strong><span> </span><span><img src="https://appserver14.akken.com/BSOS/Help/Admin_UM/activate_icon.jpg" alt="" style="cursor: default; width: 18px; height: 17px;" class="fr-dii fr-draggable"></span><span> </span><span>icon for the employee you want to reactivate. The system refreshes and displays the following alert message as shown below:</span></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512872/original/8FyQrBMSWGC8-T9Vrye-tQaCMguo0sRL0w?1501094791" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512872/original/8FyQrBMSWGC8-T9Vrye-tQaCMguo0sRL0w?1501094791" data-fileid="4041512872" data-uniquekey="1501094482101"></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">How Reactivated Employee’s email will function upon reactivation:</span></p><ul style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);" type="disc"> <li><span style="font-size: medium;">If the employee’s email folders were moved to another employee, then the Reactivated Employee will not see legacy emails and folders in their collaboration email screen.</span></li> <li><span style="font-size: medium;">If email forwarding was enabled to go to another employee, that will stop and all new emails will be sent to the Reactivated Employee.</span></li> <li><span style="font-size: medium;">If no email options were selected when deactivating, the email account will contain all information that it had before.</span></li> <li><span style="font-size: medium;">Click on the <strong>Reactivate Employee</strong> to reactivate the employee.</span></li> <li><span style="font-size: medium;">Click on the <strong>Cancel</strong> to cancel and return back to previous page.</span></li> </ul> 266153 468 4000005599 2017-07-26T14:47:12-04:00 4004241107 4 2 1 0 User Management - View Deactivated Users 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T13:23:14-04:00 0 0 To deactivate a user account you must navigate to Admin-->User Management. User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords: The very far right icon is the deactivate user icon. After clicking on it the following window will appear: After clicking 'Select Employee' when changing ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to: Note: If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud). <p><span style="font-family: Helvetica; font-size: large; color: rgb(79, 129, 189);"></span></p><p>To deactivate a user account you must navigate to Admin--&gt;User Management.</p><p><br></p><p>User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords:</p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-fileid="4041511946" data-uniquekey="1501092947882" class="fr-dii fr-draggable"><p><br></p><p>The very far right icon is the deactivate user icon. After clicking on it the following window will appear:</p><ul> <li> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-fileid="4041512207" data-uniquekey="1501092947882" class="fr-dii fr-draggable"></p> <p>After clicking 'Select Employee' when changing ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to:</p> </li> <li><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-fileid="4041512250" data-uniquekey="1501092947882" class="fr-dii fr-draggable"></p></li> <li><p><strong>Note: </strong>If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud).</p></li> </ul><p><br></p><p><font color="#4a4a4a"><br></font></p><div><div><br></div></div> 266153 368 4000005606 2017-07-26T14:50:42-04:00 4004241107 5 2 0 0 User Management - Deactivate User Accounts 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T13:26:46-04:00 4 0 The administrator can monitor the user log-ins and log-outs to determine how often the user is using the application. The administrator is able to see the user login and logouts from User Management home page section, in the Last Login and Last Accessed columns, with the date and time details. <p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;">The administrator can monitor the user log-ins and log-outs to determine how often the user is using the application. The administrator is able to see the user login and logouts from User Management home page section, in the Last Login and Last Accessed columns, with the date and time details.</span></p><p><span style="color: rgb(74, 74, 74); font-family: Helvetica, Arial, sans-serif; font-size: medium;"><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513083/original/NtyqLzzsh2n0XtnsxRMT8rZ5RQCSUtR2Wg?1501095174" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513083/original/NtyqLzzsh2n0XtnsxRMT8rZ5RQCSUtR2Wg?1501095174" data-fileid="4041513083" data-uniquekey="1501095119564"></span><br></p> 266153 309 4000005607 2017-07-26T14:52:57-04:00 4004241107 6 2 4 0 User Management - Monitor User Logins and Logouts 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T13:30:07-04:00 2 1 The administrator is given a preference where he/she can edit the password of the employee user account whenever required. To edit the password navigate to Admin-->User Management, From the User Management home page, select the user type as “Employees”. Result: The User Management screen displays the list of employees who holds the user account. Click on the Edit Password  icon link of the corresponding user. Result: The User Management screen refreshes by displaying the screen to change the password. Enter the new password in the New Password text box from the screen. Confirm the password by typing again in the Confirm New Password text box. Click on the ‘Update Password’ link to save and assign the new password to the selected employee. Result: You are prompted to the status. Click on the ‘Cancel’ link to cancel and return to previous page. <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">The administrator is given a preference where he/she can edit the password of the employee user account whenever required.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To edit the password navigate to Admin--&gt;User Management,</span></p><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li><span style="font-size: medium;">From the User Management home page, select the user type as “<strong>Employees</strong>”. Result: The User Management screen displays the list of employees who holds the user account.</span></li> <li><span style="font-size: medium;">Click on the <strong>Edit Password</strong> <img src="https://appserver14.akken.com/BSOS/Help/Admin_UM/edit_pwd.jpg" alt="" class="fr-dii fr-draggable" style="width: 24px; height: 19px;"> icon link of the corresponding user. Result: The User Management screen refreshes by displaying the screen to change the password.</span></li> <li><span style="font-size: medium;">Enter the new password in the New Password text box from the screen.</span></li> <li><span style="font-size: medium;">Confirm the password by typing again in the Confirm New Password text box.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Update Password’</strong> link to save and assign the new password to the selected employee. Result: You are prompted to the status.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Cancel’ </strong>link to cancel and return to previous page.</span></li> </ol><p><span style="font-size: medium;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-fileid="4041512129" data-uniquekey="1501092947882" class="fr-dii fr-draggable"></span></p> 266153 420 4000005609 2017-07-26T14:53:59-04:00 4004241107 7 2 2 1 User Management - Edit Password 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T13:41:45-04:00 0 0 SEARCHING the ARTICLES You can use Search option where in the users can find the articles they are looking for. In the Knowledge Center screen, use the Search text box to search for the specific items. Search can return exact matches as well as possible matches. You can perform the full text search to find specific articles or you can enter a keyword search to find the articles by alternative terminology. You can specify the keywords while you are adding items to portal. To improve your search results, you can add keywords to associate alternate terms to items. For example, an item is about library, then it might have the keywords like author and CD’s. Even if these words do not appear in the article itself, the search identifies and returns the item in the result based on the keywords. TO SEARCH for SPECIFIC ARTICLES Go to the Knowledge Center screen. Enter the text strings/key words in the Search text box and click on the Search icon  link. The screen refreshes by displaying the matching results as follows: To view a full sized copy of the image, please click directly onto the graphic. Click on the ‘Edit’ link to modify the item. The screen refreshes by displaying the details of the item to modify. See the Modify enterprise portal item topic to know how to modify the items. Click on the ‘Delete’ link to delete the item. Confirm the deletion in the prompt. Click on the ‘Cancel’ link to cancel and return to previous page. <p><b style="font-size: large; color: rgb(79, 129, 189);">SEARCHING the ARTICLES</b></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">You can use <strong>Search</strong> option where in the users can find the articles they are looking for. In the Knowledge Center screen, use the Search text box to search for the specific items. Search can return exact matches as well as possible matches. You can perform the full text search to find specific articles or you can enter a keyword search to find the articles by alternative terminology.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">You can specify the keywords while you are adding items to portal. To improve your search results, you can add keywords to associate alternate terms to items. For example, an item is about library, then it might have the keywords like author and CD’s. Even if these words do not appear in the article itself, the search identifies and returns the item in the result based on the keywords.</span></p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p><p style="font-family: Helvetica, Arial, sans-serif;"><b style="font-size: large; color: rgb(79, 129, 189);">TO SEARCH for SPECIFIC ARTICLES</b></p><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li><span style="font-size: medium;">Go to the Knowledge Center screen.</span></li> <li><span style="font-size: medium;">Enter the text strings/key words in the Search text box and click on the <strong>Search</strong> icon <img src="https://appserver1.akken.com/BSOS/Help/Admin_UM/search_icon.jpg" alt="" class="fr-dii fr-draggable" style="width: 17px; height: 18px;"> link. The screen refreshes by displaying the matching results as follows:</span></li> </ol><div> <font color="#000000"><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513828/original/7XiWRnfarHG4xp67dJfoySUgVgb63rTfFg?1501096583" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513828/original/7XiWRnfarHG4xp67dJfoySUgVgb63rTfFg?1501096583" data-fileid="4041513828" data-uniquekey="1501096428948"></p> <p><br></p></font><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view a full sized copy of the image, please click directly onto the graphic.</span></p> <ol style="font-family: 'Times New Roman';" type="1"> <li><span style="font-size: medium;"><span style="color: rgb(0, 0, 0);">Click on the </span><b style="color: rgb(0, 0, 0);">‘Edit’</b><span style="color: rgb(0, 0, 0);"> link to modify the item. The screen refreshes by displaying the details of the item to modify. See the </span><a href="https://appserver1.akken.com/BSOS/Help/Admin_UM/Modify_enterprise_portal_item.htm"><b style="color: rgb(0, 0, 0);">Modify enterprise portal item</b></a><span style="color: rgb(0, 0, 0);"> topic to know how to modify the items.</span></span></li> <li style="color: rgb(0, 0, 0);"><span style="font-size: medium;">Click on the<strong> ‘Delete’</strong> link to delete the item. Confirm the deletion in the prompt.</span></li> <li style="color: rgb(0, 0, 0);"><span style="font-size: medium;">Click on the <strong>‘Cancel’</strong> link to cancel and return to previous page.</span></li> </ol> <div><font color="#000000"><br></font></div> </div> 266153 246 4000005612 2017-07-26T15:16:59-04:00 4004241107 8 2 0 0 Knowledge Management - Searching for Articles 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T13:43:55-04:00 0 0 The administrator is facilitated to modify the articles whenever required via Admin-->Knowledge Center To MODIFY the ARTICLE Highlight the item and double click it to modify from enterprise portal part of the Knowledge Center screen. The screen refreshes by displaying the article details, to modify. Modify the article details. Click on the ‘Update’ link to save the article details. Click on the ‘Cancel’ link to cancel and return to previous page. <p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="">The administrator is facilitated to modify the articles whenever required via Admin--&gt;Knowledge Center</span></p><p style="font-family: Helvetica, Arial, sans-serif;"><b style="font-size: large; color: rgb(79, 129, 189);">To MODIFY the ARTICLE</b></p><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"><li><span style="font-size: medium;">Highlight the item and double click it to modify from enterprise portal part of the Knowledge Center screen. The screen refreshes by displaying the article details, to modify.</span></li></ol><div><font color="#000000" size="3"><span><br></span></font></div><div> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513890/original/A1-93tD0FI4tvtfST2mIY0OIwtbnsXBTWg?1501096661" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513890/original/A1-93tD0FI4tvtfST2mIY0OIwtbnsXBTWg?1501096661" data-fileid="4041513890" data-uniquekey="1501096628282"></p> <br><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li><span style="font-size: medium;">Modify the article details.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Update’</strong> link to save the article details.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Cancel’</strong> link to cancel and return to previous page.</span></li> </ol> </div> 266153 215 4000005615 2017-07-26T15:18:07-04:00 4004241107 9 2 0 0 Knowledge Management - Modify Enterprise Portal Item 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T13:50:05-04:00 0 0 ADDING an ITEM to PORTAL The administrator is facilitated to add an item/article to enterprise portal so that the selected department users can find the item in the home page. Click on the ‘Add New Item to Portal’ from Knowledge Center screen. The Knowledge center screen refreshes by displaying the form to add your item. To view a full sized copy of the image, please click directly onto the graphic. To add item, Select the departments to which you want this item to be displayed from the Departments list box. Select the category of your item from Which Category you choose field. To mention new category rather than the listed ones, enable Suggest Category check box, enter the category name in the Suggest Category text box. Enter the title for your item in the Title textarea. Enter the description for your item in the Description textarea. Enter the key words which facilitate you to easily track this item in the Key Words text box. If you wish to maintain any link which supports your item, enter the same in the Link for this record text box. If you wish to upload any file to support your item, click on the ‘Browse’ button and select the file from your computer. Click on the ‘Add’ link to add this item to the enterprise portal. Click on the ‘Cancel’ link to cancel and return to previous page. <p style="font-family: Helvetica, Arial, sans-serif;"><b style="font-size: large; color: rgb(79, 129, 189);">ADDING an ITEM to PORTAL</b></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span>The administrator is facilitated to add an item/article to enterprise portal so that the selected department users can find the item in the home page.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span><br></span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span>Click on the <strong>‘Add New Item to Portal’</strong> from Knowledge Center screen. The Knowledge center screen refreshes by displaying the form to add your item.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span><br></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513944/original/ZS9025Z_GF-W4preCKsJMEwJTRsyvtaGeQ?1501096722" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513944/original/ZS9025Z_GF-W4preCKsJMEwJTRsyvtaGeQ?1501096722" data-fileid="4041513944" data-uniquekey="1501096718745"></p><p><br></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To view a full sized copy of the image, please click directly onto the graphic.</span></p><p style="font-family: Helvetica, Arial, sans-serif; color: rgb(74, 74, 74);"><span style="font-size: medium;">To add item,</span></p><ol style="color: rgb(0, 0, 0); font-family: 'Times New Roman';" type="1"> <li><span style="font-size: medium;">Select the departments to which you want this item to be displayed from the Departments list box.</span></li> <li><span style="font-size: medium;">Select the category of your item from Which Category you choose field.</span></li> <li><span style="font-size: medium;">To mention new category rather than the listed ones, enable Suggest Category check box, enter the category name in the Suggest Category text box.</span></li> <li><span style="font-size: medium;">Enter the title for your item in the Title textarea.</span></li> <li><span style="font-size: medium;">Enter the description for your item in the Description textarea.</span></li> <li><span style="font-size: medium;">Enter the key words which facilitate you to easily track this item in the Key Words text box.</span></li> <li><span style="font-size: medium;">If you wish to maintain any link which supports your item, enter the same in the Link for this record text box.</span></li> <li><span style="font-size: medium;">If you wish to upload any file to support your item, click on the ‘<strong>Browse’</strong> button and select the file from your computer.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Add’</strong> link to add this item to the enterprise portal.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Cancel’</strong> link to cancel and return to previous page.</span></li> </ol><p style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: rgb(74, 74, 74);"><br></p> 266153 204 4000005616 2017-07-26T15:18:49-04:00 4004241107 10 2 0 0 Knowledge Management - Add an item to Enterprise 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T14:29:01-04:00 0 0 Knowledge center acts as knowledge base for the users of the application. As an administrator, you can create many solutions/articles that would be of interest to your users and adding the solution/useful content to enterprise portal. You can also allow the users to know and view the solutions. The articles/content is stored as items and can be organized by categories. Using the knowledge center, the users can also find the answers to the queries posted by them without having a need to send the mail to the Admin people. All questions that are selected to ‘Add to Portal’ will be available in the Knowledge center section in home page. Knowledge Center The knowledge center includes anything that would provide the users with the information they need about a product or others. Select the Admin >> Knowledge center from menu bar or from the left menu to display the Knowledge Center home page. Knowledge Center screen is divided in two parts – the upper part of the screen displays the articles and items which are posted by the others. See the "Responding to user" query topic for details.  The Enterprise portal part of the screen displays all the items which the administrator selected to enterprise portal including the items which are added by the administrator. The items that displays are the items which have been selected to add to enterprise portal. Use the search bar to display the records matched with the text string specified in the search bar columns. Use the Search option to find the articles you are looking for. See the "Searching the Articles" topic to know more. Use the ‘Add New Item to Portal’ link to add new article to portal. See the "Add an item to Enterprise Portal" topic for details. Use the ‘Delete’ link to delete items from enterprise portal. See the "Delete Enterprise Portal item" topic for details. Highlight any task and double click it to view and modify the details.  See the "Modify Enterprise Portal Item" topic for more details. See the "Paging options" topic to know how to use the paging options displayed at the bottom of the Knowledge Center page. Clicking on any column heading allows sorting of the records either in ascending or descending order. <p><span style="font-size: medium;"><span style="">Knowledge center acts as knowledge base for the users of the application. As an administrator, you can create many solutions/articles that would be of interest to your users and adding the solution/useful content to enterprise portal. You can also allow the users to know and view the solutions. The articles/content is stored as items and can be organized by categories.</span><br></span></p><div><div><div> <p><span style="font-size: medium;">Using the knowledge center, the users can also find the answers to the queries posted by them without having a need to send the mail to the Admin people. All questions that are selected to ‘Add to Portal’ will be available in the Knowledge center section in home page.</span></p> <p><br></p> <p><span style="font-size: medium;"><img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226341/original/gad-faQPiguf9H_hFFiS7a9YfFTiTbBWkA?1482444166" style="width: 1359px; height: 676.61px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226341/original/gad-faQPiguf9H_hFFiS7a9YfFTiTbBWkA?1482444166" data-fileid="4034226341" data-uniquekey="1482444117170"></span><br></p> <p><span style="font-size: medium;"><br></span></p> <p><span style="font-size: medium;">Knowledge Center</span></p> <div><div><div> <p><span style="font-size: medium;">The knowledge center includes anything that would provide the users with the information they need about a product or others.</span></p> <ol type="1"> <li><span style="font-size: medium;"><strong>Select the Admin &gt;&gt; Knowledge center from menu bar or from the left menu to display the Knowledge Center home page.</strong></span></li> <li><span style="font-size: medium;"><strong>Knowledge Center screen is divided in two parts – the upper part of the screen displays the articles a<span style="color: rgb(0, 0, 0);">nd items which are posted by the others. See the "</span></strong><strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Responding_to_user_query.htm" style="color: rgb(0, 0, 0);">Responding to user" query</a></strong><strong><span style="color: rgb(0, 0, 0);"> topic for details.</span></strong> </span></li> <li><span style="color: rgb(0, 0, 0);"><span style="font-size: medium;"><strong>The Enterprise portal part of the screen displays all the items which the administrator selected to enterprise portal including the items which are added by the administrator.</strong></span></span></li> <li><span style="color: rgb(0, 0, 0);"><span style="font-size: medium;"><strong>The items that displays are the items which have been selected to add to enterprise portal.</strong></span></span></li> <li><span style="color: rgb(0, 0, 0);"><span style="font-size: medium;"><strong>Use the search bar to display the records matched with the text string specified in the search bar columns.</strong></span></span></li> <li><span style="font-size: medium;"><b style="color: rgb(0, 0, 0);">Use the Search option to find the articles you are looking for. See the</b> <span style="color: rgb(0, 0, 0);">"</span><span><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Searching_the_articles.htm" style="color: rgb(0, 0, 0);"><strong>Searching the Articles</strong></a><span style="color: rgb(0, 0, 0);">"</span></span><span style="color: rgb(0, 0, 0);"> topic to know more.</span></span></li> <li><span style="font-size: medium;"><span style="color: rgb(0, 0, 0);">Use the ‘Add New Item to Portal’ link to add new article to portal. See the "</span><span><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Add_an_item_to_enterprise_portal.htm"><span style="color: rgb(0, 0, 0);"><strong>Add an item to Enterprise Portal</strong></span></a><span style="color: rgb(0, 0, 0);">"</span></span> <span style="color: rgb(0, 0, 0);">topic for details.</span></span></li> <li><span style="font-size: medium;"><span style="color: rgb(0, 0, 0);">Use the ‘Delete’ link to delete items from enterprise portal. See the "</span><span><strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Delete_enterprise_portal_item.htm"><span style="color: rgb(0, 0, 0);">Delete Enterprise Portal item</span></a><span style="color: rgb(0, 0, 0);">"</span></strong></span><span style="color: rgb(0, 0, 0);"> topic for details.</span></span></li> <li><span style="font-size: medium;"><span style="color: rgb(0, 0, 0);">Highlight any task and double click it to view and modify the details.  See the "</span><span><strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Modify_enterprise_portal_item.htm"><span style="color: rgb(0, 0, 0);">Modify Enterprise Portal Item</span></a><span style="color: rgb(0, 0, 0);">"</span></strong></span><b style="color: rgb(0, 0, 0);"> topic for more details.</b></span></li> <li><span style="font-size: medium;"><b style="color: rgb(0, 0, 0);">See the "</b><strong><a href="https://appserver14.akken.com/BSOS/Help/Admin_UM/Paging_Options.htm"><span style="color: rgb(0, 0, 0);">Paging options</span></a><span style="color: rgb(0, 0, 0);">"</span></strong><b style="color: rgb(0, 0, 0);"> topic to know how to use the paging options displayed at the bottom of the Knowledge Center page.</b></span></li> <li><b style="font-size: medium;">Clicking on any column heading allows sorting of the records either in ascending or descending order.</b></li> </ol> </div></div></div> </div></div></div> 266153 244 4000005626 2016-12-22T17:03:08-05:00 4004241107 11 2 0 0 Knowledge Management - Home 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T14:56:45-04:00 0 0 KNOWLEDGE CENTER To preserve the integrity of the knowledge center, the addition of all articles must be accepted by administrator for publishing to enterprise portal. The administrator can directly add the articles or may receive the suggestions/proposals from the other users. The administrator reviews the suggestions/proposals sent by other users to accept or not to accept. Accepted articles are automatically added to enterprise portal items so that the selected department users can view the article. Accepted articles appear in the home page of application for the selected department users. To accept the article/proposals: Before accepting a suggestion/proposal, you need to make sure that the selected item belongs to “Suggestion” article type. Click on the ‘Title’ link of the suggestion/proposal from the knowledge center screen. Result: The screen refreshes by displaying the details.  The Posted by field displays the user name who has posted the suggestion/proposal. The suggestion/proposal details are displayed in the respective fields. The category with which the user associated the suggestion/proposal is displayed in the Which Category To Choose field. Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category. The entry in Key words text box is associated with the item which facilitates to find the items quickly in. The Link for this record text box specifies the source to support the suggestion/proposal. If the user who posted the suggestion/proposal has uploaded any document, it is displayed in Uploaded Document field. Select Replace Document check box and click on the ‘Browse’ button and select the file to replace the document with your file. Select the department in the Department list box to allow the department users to view the article once you have accepted. Click on the ‘Accept’ link to approve and accept the suggestion/proposal. Result: The screen refreshes by adding the article to enterprise portal. Click on the ‘Cancel’ link to cancel and return to previous page.  <p><b style="font-size: large; color: rgb(79, 129, 189);">KNOWLEDGE CENTER</b></p><div><div><div> <p><span style="font-size: medium;">To preserve the integrity of the knowledge center, the addition of all articles must be accepted by administrator for publishing to enterprise portal. The administrator can directly add the articles or may receive the suggestions/proposals from the other users. The administrator reviews the suggestions/proposals sent by other users to accept or not to accept.</span></p> <p><span style="font-size: medium;">Accepted articles are automatically added to enterprise portal items so that the selected department users can view the article. Accepted articles appear in the home page of application for the selected department users.</span></p> <p><span style="font-size: medium;">To accept the article/proposals:</span></p> <ol type="1"> <li><span style="font-size: medium;">Before accepting a suggestion/proposal, you need to make sure that the selected item belongs to “Suggestion” article type.</span></li> <li><span style="font-size: medium;">Click on the ‘<strong>Title’</strong> link of the suggestion/proposal from the knowledge center screen. Result: The screen refreshes by displaying the details. </span></li> </ol> <div><br></div> <ol type="1"><li><div><div><div> <p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513982/original/jGsWfODtjGveeEzfJXAPSDgMMs0Pm4QmeQ?1501096772" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513982/original/jGsWfODtjGveeEzfJXAPSDgMMs0Pm4QmeQ?1501096772" data-fileid="4041513982" data-uniquekey="1501096768096"></p> <ol type="1"> <li><span style="font-size: medium;">The Posted by field displays the user name who has posted the suggestion/proposal.</span></li> <li><span style="font-size: medium;">The suggestion/proposal details are displayed in the respective fields.</span></li> <li><span style="font-size: medium;">The category with which the user associated the suggestion/proposal is displayed in the Which Category To Choose field.</span></li> <li><span style="font-size: medium;">Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category.</span></li> <li><span style="font-size: medium;">The entry in Key words text box is associated with the item which facilitates to find the items quickly in.</span></li> <li><span style="font-size: medium;">The Link for this record text box specifies the source to support the suggestion/proposal.</span></li> <li><span style="font-size: medium;">If the user who posted the suggestion/proposal has uploaded any document, it is displayed in Uploaded Document field.</span></li> <li><span style="font-size: medium;">Select Replace Document check box and click on the ‘<strong>Browse’</strong> button and select the file to replace the document with your file.</span></li> <li><span style="font-size: medium;">Select the department in the Department list box to allow the department users to view the article once you have accepted.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Accept’</strong> link to approve and accept the suggestion/proposal. Result: The screen refreshes by adding the article to enterprise portal.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Cancel’</strong> link to cancel and return to previous page. </span></li> </ol> </div></div></div></li></ol> </div></div></div> 266153 224 4000005651 2017-07-26T15:19:38-04:00 4004241107 12 2 0 0 Knowledge Management - Approving and Publishing Articles/Proposals 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:02:08-04:00 0 0 The users may post questions for information or solution they need about product or technology or any other. The administrator can respond to questions posted by users. The system automatically displays the type of the item as either ‘Question’ or ‘Suggestion’ or ‘Answered Question’ depending upon the type of article received. To respond to an article: Select the Admin >> Knowledge center from menu bar or from the left menu to display the Knowledge center home page. The upper part of the knowledge center screen displays the items posted by various users. It displays the Question/Headline, Category and Type details. Before responding or answering the articles you need to make sure that you have selected article type “Question”. The Type column displays the article type of the item. Click on the Title link of the item. The screen refreshes by displaying the details of the question, and providing you opportunity to answer the question.  Responding to User Query The Posted by field displays the user name who has posted the questions. Select the department that is allowed to view this article on enterprise portal from Departments list box. The selected department users can view this item in enterprise portal. The category with which the user associated the question is displayed in the Which Category To Choose field. Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category. Enter your response/answer for the question in the Answer textarea. You can write as much as you can. Enter the keywords to associate with this item which facilitates to find the items quickly in the Key words text box. Use Link for this record text box to specify the source to support your answer. If you want to upload any document to assist the user for getting the solution, click on the ‘Browse’ button in the Upload Document field and select the document. If you wish to add this item to enterprise portal, enable Add to portal check box.  Selecting the ‘Add to Portal’ check box is optional. Selecting this check box automatically adds this item to enterprise portal. Click on the ‘Answer’ link to post your answer. Click on the ‘Cancel’ link to cancel and return to previous page. Note: If you select Add to Portal check box for any item, the selected item will be displayed in the enterprise portal part of Knowledge Center screen. <p><span style="font-size: medium;"><span style="">The users may post questions for information or solution they need about product or technology or any other. The administrator can respond to questions posted by users. The system automatically displays the type of the item as either ‘</span><b style="">Question’</b><span style=""> or ‘</span><b style="">Suggestion’</b><span style=""> or ‘</span><b style="">Answered Question’ </b><span style="">depending upon the type of article received.</span><br></span></p><div><div><div> <p><span style="font-size: medium;">To respond to an article:</span></p> <ol type="1"> <li><span style="font-size: medium;">Select the Admin &gt;&gt; Knowledge center from menu bar or from the left menu to display the Knowledge center home page.</span></li> <li><span style="font-size: medium;">The upper part of the knowledge center screen displays the items posted by various users. It displays the Question/Headline, Category and Type details.</span></li> <li><span style="font-size: medium;">Before responding or answering the articles you need to make sure that you have selected article type “Question”. The <em>Type</em> column displays the article type of the item.</span></li> <li><span style="font-size: medium;">Click on the <strong>Title</strong> link of the item. The screen refreshes by displaying the details of the question, and providing you opportunity to answer the question. </span></li> </ol> <div> <p><br></p> <div><div><div> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513999/original/-m7UdJ5XxvTswhNJ0c2p82A5J_y1Cpyb2Q?1501096809" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513999/original/-m7UdJ5XxvTswhNJ0c2p82A5J_y1Cpyb2Q?1501096809" data-fileid="4041513999" data-uniquekey="1501096806603"></p> <p><span style="font-size: medium;">Responding to User Query</span></p> <div><div><div> <ol type="1"> <li><span style="font-size: medium;">The Posted by field displays the user name who has posted the questions.</span></li> <li><span style="font-size: medium;">Select the department that is allowed to view this article on enterprise portal from Departments list box. The selected department users can view this item in enterprise portal.</span></li> <li><span style="font-size: medium;">The category with which the user associated the question is displayed in the Which Category To Choose field.</span></li> <li><span style="font-size: medium;">Enable Suggest Category check box and enter the category name in the text box provided, if you wish to associate this item with new category.</span></li> <li><span style="font-size: medium;">Enter your response/answer for the question in the Answer textarea. You can write as much as you can.</span></li> <li><span style="font-size: medium;">Enter the keywords to associate with this item which facilitates to find the items quickly in the Key words text box.</span></li> <li><span style="font-size: medium;">Use Link for this record text box to specify the source to support your answer.</span></li> <li><span style="font-size: medium;">If you want to upload any document to assist the user for getting the solution, click on the ‘<strong>Browse’</strong> button in the Upload Document field and select the document.</span></li> <li><span style="font-size: medium;">If you wish to add this item to enterprise portal, enable Add to portal check box.  Selecting the ‘<strong>Add to Portal’</strong> check box is optional. Selecting this check box automatically adds this item to enterprise portal.</span></li> <li><span style="font-size: medium;">Click on the <strong>‘Answer’</strong> link to post your answer.</span></li> <li><span style="font-size: medium;">Click on the<strong> ‘Cancel’</strong> link to cancel and return to previous page.</span></li> </ol> <table cellspacing="0"><tbody><tr> <td width="68"><span style="font-size: medium;"><img alt="" src="https://appserver14.akken.com/BSOS/Help/Admin_UM/note.jpg" class="fr-dii fr-draggable" style="width: 39px; height: 39px;"></span></td> <td width="15"><br></td> <td width="720"><span style="font-size: medium;">Note: If you select Add to Portal check box for any item, the selected item will be displayed in the enterprise portal part of Knowledge Center screen.</span></td> </tr></tbody></table> </div></div></div> </div></div></div> </div> </div></div></div> 266153 218 4000005658 2017-07-26T15:20:15-04:00 4004241107 13 2 0 0 Knowledge Management - Responding to User Query 2015-08-21T04:41:08-04:00 12054499 1 2015-05-15T15:09:44-04:00 0 4 The attached document explains each feature located under Job Posting Preferences on the Website Management screen and the functionality of each respective feature. Web Site Management – Job Posting Preferences Automatically expire Job Postings after X days: These jobs will be removed from your website but will still remain in Akken. Automatically remove if all Job Orders openings are filled These jobs will be removed from your website when the number of openings equals the number of jobs filled, but will still remain in Akken.  Enable Search in the job listings Enables/disables ability to search for jobs on jobs page.  Show X Job Postings on Featured and Search results pages The quantity of job orders that will be shown per page.  Enable Candidate Quick Application Form If this is checked then the short form will be enabled (below image): -If this is un-checked then the long form will be enabled(next 2 images): Do not display Rates on Website Enables/disables displaying job order pay rates on website. Require Candidates to create an account prior to applying for jobs This creates an applicant record (and appears in HRM-->Applicant Tracking), and allows the applicant to update their resume and profile Allow Recruiter to Share Posted Job Orders Enables/disables user's ability to share job orders via social media: How would you like to share candidate? Public - All Akken users able to search for candidates who’ve applied. Private - Only the job order owner can see the candidates who’ve applied. For Applicant Profile Updates, how would you like the CRM record to be updated?(Note: This would automatically add applicants into CRM as Candidates) Overwrite the CRM record – The entire summary(left-side) of candidate record will be updated (Notes & Activities not affected). Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section. This is relevant to applicants applying for jobs using the links where the job has been shared. This means if a job has been shared to LinkedIn, applicants applying to the job on LinkedIn will be added automatically to CRM > Candidates. If the applicants are applying for jobs directly from your website, this option will not automatically add the applicants to the CRM > Candidates. Automatically add New Applicants & Profile Updates to CRM Candidates will automatically go into CRM (as well as HRM-->Applicant Tracking). Overwrite the CRM record – The entire summary (left-side) of candidate record will be updated (Notes & Activities not affected). Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section. Anyone applying for jobs from any source (your website, feeds (Indeed, Simply Hired, Glassdoor), shared) will be automatically added to CRM > Candidates.  Select this option to enable additional fields in the candidate application form Adds additional fields to application form: Customize Online Job Application - Thank You message. Enable Auto Respond Emails to Applicants  <div dir="ltr"><div> <p><span>The attached document explains each feature located under Job Posting Preferences on the Website Management screen and the functionality of each respective feature.</span></p> <p><span><br></span></p> <p style="text-align: left;"><strong><u>Web Site Management – Job Posting Preferences</u></strong></p> <p><br></p> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513636/original/fIRMmLT4l6OhKpQd7Hn5CXeqwMJ0d3AMpQ?1501096226" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513636/original/fIRMmLT4l6OhKpQd7Hn5CXeqwMJ0d3AMpQ?1501096226" data-fileid="4041513636" data-uniquekey="1501096195421"></p> <p><br></p> <p><span><strong>Automatically expire Job Postings after X days:</strong></span></p> <ul><li><span>These jobs will be removed from your website but will still remain in Akken.</span></li></ul> <p><span rel="tempredactor"><strong>Automatically remove if all Job Orders openings are filled</strong></span></p> <ul><li><span>These jobs will be removed from your website when the number of openings equals the number of jobs filled, but will still remain in Akken. </span></li></ul> <p><span rel="tempredactor"><strong>Enable Search in the job listings</strong></span></p> <ul><li><span>Enables/disables ability to search for jobs on jobs page. </span></li></ul> <p><span rel="tempredactor"><strong>Show X Job Postings on Featured and Search results pages</strong></span></p> <ul><li><span>The quantity of job orders that will be shown per page. </span></li></ul> <p><span rel="tempredactor"><strong>Enable Candidate Quick Application Form</strong></span></p> <ul><li><span>If this is checked then the short form will be enabled (below image):</span></li></ul> <p><br></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168446/original/blob1448293239225.png?1448293239" class="inline-image fr-dii fr-draggable" data-id="4020168446"></p> <p><br></p> <p>-If this is un-checked then the long form will be enabled(next 2 images):</p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168462/original/blob1448293261264.png?1448293261" class="inline-image fr-dii fr-draggable" data-id="4020168462"></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168469/original/blob1448293272791.png?1448293272" class="inline-image fr-dii fr-draggable" data-id="4020168469"></p> <br><p><span style="line-height: 16px;"><strong>Do not display Rates on Website</strong></span></p> <ul><li><span>Enables/disables displaying job order pay rates on website.</span></li></ul> <strong>Require Candidates to create an account prior to applying for jobs</strong><br><ul><li><span>This creates an applicant record (and appears in HRM--&gt;Applicant Tracking), and allows the applicant to update their resume and profile</span></li></ul> <p><span rel="tempredactor"><strong>Allow Recruiter to Share Posted Job Orders</strong></span></p> <ul> <li><span>Enables/disables user's ability to share job orders via social media:</span></li> <li><span><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020751562/original/blob1449679047872.png?1449679048" class="inline-image fr-dii fr-draggable" data-id="4020751562"></p> <br></span></li> </ul> <strong>How would you like to share candidate?</strong><br><ol> <li> <span>Public - All Akken users able to search for candidates who’ve applied</span><span>.</span> </li> <li><span>Private - Only the job order owner can see the candidates who’ve applied.</span></li> </ol> <p><strong>For Applicant Profile Updates, how would you like the CRM record to be updated?(Note: This would automatically add applicants into CRM as Candidates)</strong></p> <ol> <li><span>Overwrite the CRM record – The entire summary(left-side) of candidate record will be updated (Notes &amp; Activities not affected).</span></li> <li><span>Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section.</span></li> </ol> <p><br></p> <p><br></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168482/original/blob1448293306700.png?1448293306" class="inline-image fr-dii fr-draggable" data-id="4020168482"></p> <p><span><br></span></p> <p><span>This is relevant to applicants applying for jobs using the links where the job has been shared. This means if a job has been shared to LinkedIn, applicants applying to the job on LinkedIn will be added automatically to CRM &gt; Candidates. If the applicants are applying for jobs directly from your website, this option will </span><em>not</em><span> automatically add the applicants to the CRM &gt; Candidates.</span></p> <p style="margin-left: -0.25in;"><br></p> <p><span style="line-height: 16px;"><strong>Automatically add New Applicants &amp; Profile Updates to CRM</strong></span></p> <ul><li><span>Candidates will automatically go into CRM (as well as HRM--&gt;Applicant Tracking).</span></li></ul> <ol> <li><span>Overwrite the CRM record – The entire summary (left-side) of candidate record will be updated (Notes &amp; Activities not affected).</span></li> <li><span>Only Update the list of Job(s) Applied To – The only section updated on Candidate record will be the list of jobs applied to in the Applied section.</span></li> </ol> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168540/original/blob1448293372788.png?1448293372" class="inline-image fr-dii fr-draggable" data-id="4020168540"></p> <p><br></p> <p>Anyone applying for jobs from <em>any </em>source (your website, feeds (Indeed, Simply Hired, Glassdoor), shared) will be automatically added to CRM &gt; Candidates. </p> <p><br></p> <p><span style="line-height: 16px;"><strong>Select this option to enable additional fields in the candidate application form</strong></span></p> <ul><li><span>Adds additional fields to application form:</span></li></ul> <p><span rel="tempredactor"></span></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168557/original/blob1448293402759.png?1448293402" class="inline-image fr-dii fr-draggable" data-id="4020168557"></p> <p><br></p> <p><span style="font-size: 12px; font-family: Arial, sans-serif;"><strong>Customize Online Job Application - Thank You message.</strong></span></p> <p><span style="font-size: 12px; font-family: Arial, sans-serif;"></span></p> <p style="font-weight: bold; font-style: italic;"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168569/original/blob1448293417092.png?1448293417" class="inline-image fr-dii fr-draggable" data-id="4020168569" data-height="229" style="height: 229px;"></p> <p style="font-weight: bold; font-style: italic;"><br></p> <p><span style="font-size: 12px;"><strong>Enable Auto Respond Emails to Applicants</strong></span><b style="font-style: italic;"><em><span style="font-size: 12px;"> </span></em></b></p> <p style="font-weight: bold; font-style: italic;"><strong><em><span style="font-size: 12px;"></span></em></strong></p> <p><strong><em><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4020168578/original/blob1448293436393.png?1448293436" class="inline-image fr-dii fr-draggable" data-id="4020168578"></em></strong></p> <br><br><p><br></p> </div></div> 266153 514 4000053079 2017-07-26T15:11:06-04:00 4004241107 13 2 0 4 Website Management - Job Posting Preferences 2016-05-19T10:39:58-04:00 4004241107 1 2014-03-13T15:04:55-04:00 1 0 You can delete employee details temporarily or from your active employees list. The employees deleted from Contact Management->Employees home page will be available in View Archive page of Employees for future reference. The employee details deleted from Contact Management are also deleted from HR and vice versa. Archive an Employee To archive an employee, select the employee record and click on the ‘Archive’ link. Result: You are prompted to respond to an alert message as shown below: Click on the OK button, if you want the selected employees to move to View Archive page for future reference. Click on the Cancel button to cancel and return back to Employees home page. Make Available an Employee To make available an employee, select the employee record and click on the ‘Make Available’ link. Result: The screen refreshes by making available the selected employee record to Employees home page. <p><span style="font-size: medium;"><span style="">You can delete employee details temporarily or from your active employees list. The employees deleted from Contact Management-&gt;Employees home page will be available in View Archive page of Employees for future reference. The employee details deleted from Contact Management are also deleted from HR and vice versa.</span><br></span></p><div><div><div> <h6><span style="font-size: medium;"><br></span></h6> <h6><span style="color: rgb(79, 129, 189); font-size: large;"><strong>Archive an Employee</strong></span></h6> <p><span style="font-size: medium;">To archive an employee, select the employee record and click on the ‘<strong>Archive’</strong> link. <em>Result</em>: You are prompted to respond to an alert message as shown below:</span></p> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513272/original/VtQ-SrcpA0T_X0lFKlytv069KaRnKaIdfA?1501095629" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513272/original/VtQ-SrcpA0T_X0lFKlytv069KaRnKaIdfA?1501095629" data-fileid="4041513272" data-uniquekey="1501095618618"></p> <ul type="disc"> <li><span style="font-size: medium;">Click on the <strong>OK</strong> button, if you want the selected employees to move to View Archive page for future reference.</span></li> <li><span style="font-size: medium;">Click on the <strong>Cancel</strong> button to cancel and return back to Employees home page.</span></li> </ul> <h6><span style="font-size: large;"><br></span></h6> <h6><span style="color: rgb(79, 129, 189); font-size: large;"><strong>Make Available an Employee</strong></span></h6> <p><span style="font-size: medium;">To make available an employee, select the employee record and click on the ‘<strong>Make Available’</strong> link. <em>Result</em>: The screen refreshes by making available the selected employee record to Employees home page.</span></p> </div></div></div> 266153 236 4000005660 2017-07-26T15:00:36-04:00 4004241107 14 2 1 0 Contact Management - Archiving Employees 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:06:02-04:00 0 0 EXPORT EMPLOYEE DETAILS You can export the employee details to use in other applications. AkkenCloud allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably. The following steps need to be followed to export your employee details. Before beginning make sure that you have selected “Employees” in Show field in Contact Management screen. Result: The Employees screen is displayed. Select the employee and click on the ‘Export’ link to export the employee details. Result: The File download dialogue box is displayed. Click on the ‘Save’ button and specify the location to save the CSV file on your computer in the File download dialogue box. Click on the ‘Open’ button to open the CSV file. Click on the ‘Cancel’ link to cancel the exporting of employees details.  <p><span style="color: rgb(79, 129, 189); font-size: large;"><strong>EXPORT EMPLOYEE DETAILS</strong></span></p><div><div><div> <p><span style="font-size: medium;">You can export the employee details to use in other applications. <strong>AkkenCloud </strong>allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably.</span></p> <p><span style="font-size: medium;">The following steps need to be followed to export your employee details.</span></p> <ol type="1"> <li><span style="font-size: medium;">Before beginning make sure that you have selected “Employees” in Show field in Contact Management screen. Result: The Employees screen is displayed.</span></li> <li><span style="font-size: medium;">Select the employee and click on the <strong>‘Export’</strong> link to export the employee details. Result: The File download dialogue box is displayed.</span></li> </ol> <div><font size="3"><span><br></span></font></div> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012639884/original/Contact_Mgmt_-_Export_Employee.PNG?1429132795" class="inline-image fr-dii fr-draggable" data-id="4012639884" style="cursor: default;"></p> <p><br></p> <ol type="1"> <li><span style="font-size: medium;">Click on the ‘<strong>Save’</strong> button and specify the location to save the CSV file on your computer in the File download dialogue box.</span></li> <li><span style="font-size: medium;">Click on the ‘<strong>Open’</strong> button to open the CSV file.</span></li> <li><span style="font-size: medium;">Click on the ‘<strong>Cancel’ link</strong> to cancel the exporting of employees details. </span></li> </ol> </div></div></div> 266153 293 4000005661 2017-07-26T15:01:32-04:00 4004241107 15 2 0 0 Contact Management - Export Employee Details 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:07:43-04:00 0 0 ACTIVITIES WITH EMPLOYEES Your organization can use the activities feature to coordinate the activities between you and your employees.  All Activities such as e-mail, meetings, documents uploading, and tasks are logged and history of every activity with the employee is kept for reference. The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record. You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to employees from activities tab. Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Employees. <p><span style="color: rgb(79, 129, 189); font-size: large;"><strong>ACTIVITIES WITH EMPLOYEES</strong></span></p><div><div><div><p><span style="font-size: medium;">Your organization can use the activities feature to coordinate the activities between you and your employees.  All Activities such as e-mail, meetings, documents uploading, and tasks are logged and history of every activity with the employee is kept for reference.</span></p></div></div></div><div><div> <div><br></div> <div> <p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513336/original/dkAPWYxLfFexgSm8xvVgE1JwkkPYOk4Prg?1501095755" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513336/original/dkAPWYxLfFexgSm8xvVgE1JwkkPYOk4Prg?1501095755" data-fileid="4041513336" data-uniquekey="1501095750248"></p> <br><ol type="1"> <li><span style="font-size: medium;">The Activities screen displays the <em>Modified Date, User, Title,Type </em>and<em> Sub-Type</em> columns. The <em>Type</em> column displays the activity type of the record.</span></li> <li><span style="font-size: medium;">You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to employees from activities tab.</span></li> </ol> <div><font size="3"><span><br></span></font></div> <table cellspacing="0"><tbody><tr> <td width="68"><span style="font-size: medium;"><img alt="" src="https://appserver14.akken.com/BSOS/Help/Admin_UM/refer.jpg" class="fr-dii fr-draggable" style="width: 41px; height: 38px;"></span></td> <td width="15"><br></td> <td class="current" width="720"><span style="font-size: medium;">Refer to the ‘<strong>Activities Tab’</strong> in Contacts section of CRM, to know how to organize activities with selected Employees.</span></td> </tr></tbody></table> </div> </div></div> 266153 257 4000005662 2017-07-26T15:02:38-04:00 4004241107 16 2 0 0 Contact Management - Activities with Employees 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:08:52-04:00 0 0 MANAGING EMPLOYEES The employees screen in Contact Management displays the list of active employee records which are maintained in HR. Before beginning make sure that you have selected “Employees” under Contact Management. The Employees screen displays the employee records. Highlight the required employee record and double click it to view the contact details. Result: The Contact Management pop up window is displayed. The Contact Management pop up window contains two tabs – Employee Information and Activities. The Employee Information tab displays the employee contact information. Select the Activities tab to organize the activities with the employee. See the Activities with employees topic to know how to organize activities with the selected employees. To close the window, click on the ‘Close’ link.  <p><span style="font-size: large; color: rgb(79, 129, 189);"><strong>MANAGING EMPLOYEES</strong></span></p><div><div><div> <p><span style="font-size: medium;">The employees screen in Contact Management displays the list of active employee records which are maintained in HR.</span></p> <ol type="1"> <li><span style="font-size: medium;">Before beginning make sure that you have selected “<strong>Employees</strong>” under Contact Management.</span></li> <li><span style="font-size: medium;">The Employees screen displays the employee records.</span></li> <li><span style="font-size: medium;">Highlight the required employee record and double click it to view the contact details. Result: The Contact Management pop up window is displayed.</span></li> </ol> <div><font size="3"><span><br></span></font></div> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513345/original/ua7Z2tF7STy0EWYFcH8XifiiLv8yobR5mg?1501095784" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513345/original/ua7Z2tF7STy0EWYFcH8XifiiLv8yobR5mg?1501095784" data-fileid="4041513345" data-uniquekey="1501095767170"></p> <br><ol type="1"> <li><span style="font-size: medium;">The Contact Management pop up window contains two tabs – <em>Employee Information</em> and <em>Activities</em>.</span></li> <li><span style="font-size: medium;">The Employee Information tab displays the employee contact information.</span></li> <li><span style="font-size: medium;">Select the <strong>Activities</strong> tab to organize the activities with the employee. See the <strong><a href="http://support.akkencloud.com/solution/articles/4000005662-contact-management-activities-with-employees">Activities with employees</a></strong> topic to know how to organize activities with the selected employees.</span></li> <li><span style="font-size: medium;">To close the window, click on the <strong>‘Close’ link</strong>. </span></li> </ol> </div></div></div> 266153 253 4000005663 2017-07-26T15:03:55-04:00 4004241107 17 2 0 0 Contact Management - Managing Employees 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:12:19-04:00 0 0 ARCHIVING CONSULTANT DETAILS You can delete the consultant details temporarily or permanently from your active consultants list. The consultants deleted from Contact Management->Consultants home page will be available in View Archive page of Consultants for future reference. Archive a Consultant To archive a Consultant, select the consultant record and click on the ‘Archive’ link. Result: You are prompted to respond to an alert message as shown below: Click on the OK button, if you want the selected consultants to move to View Archive page for future reference. Click on the Cancel button to cancel and return back to Consultants home page. Make a Consultant Available To make available a Consultant, select the consultant record and click on the Make Available link. Result: The screen refreshes by making available the selected consultant record to Consultants home page. Delete a Consultant To delete a Consultant, select the consultant record and click on the Delete link. Result: The screen refreshes by displaying the following alert message as shown below: Click on the OK button to confirm the deletion of the consultant. Click on the Cancel button to cancel and return to Consultants View Archive page.  <p><b style="font-size: large; color: rgb(79, 129, 189);">ARCHIVING CONSULTANT DETAILS</b></p><div><div><div> <p><span style="font-size: medium;">You can delete the consultant details temporarily or permanently from your active consultants list. The consultants deleted from Contact Management-&gt;Consultants home page will be available in View Archive page of Consultants for future reference.</span></p> <h6><span style="font-size: medium;">Archive a Consultant</span></h6> <p><span style="font-size: medium;">To archive a Consultant, select the consultant record and click on the ‘<strong>Archive’</strong> link. <em>Result</em>: You are prompted to respond to an alert message as shown below:</span></p> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513422/original/NU1U6iwQGLoRsSf760l8yxepTe_RUikctA?1501095896" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513422/original/NU1U6iwQGLoRsSf760l8yxepTe_RUikctA?1501095896" data-fileid="4041513422" data-uniquekey="1501095887177"></p> <ul type="disc"> <li><span style="font-size: medium;">Click on the <strong>OK</strong> button, if you want the selected consultants to move to View Archive page for future reference.</span></li> <li><span style="font-size: medium;">Click on the <strong>Cancel</strong> button to cancel and return back to Consultants home page.</span></li> </ul> <h6><b style="font-size: small;"><br></b></h6> <h6><span style="font-size: large; color: rgb(79, 129, 189);"><strong>Make <font>a Consultant Available</font></strong></span></h6> <p>To make available a Consultant, select the consultant record and click on the <strong>Make Available</strong> link. <em>Result</em>: The screen refreshes by making available the selected consultant record to Consultants home page.</p> <p><span style="font-size: large; color: rgb(79, 129, 189);"><strong><br></strong></span></p> <h6><span style="font-size: large; color: rgb(79, 129, 189);"><strong>Delete a Consultant</strong></span></h6> <p>To delete a Consultant, select the consultant record and click on the <strong>Delete</strong> link. <em>Result</em>: The screen refreshes by displaying the following alert message as shown below:</p> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513472/original/-snDA3o0ieaHuQOB0mwckIgWlvrA6UR-zQ?1501095944" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513472/original/-snDA3o0ieaHuQOB0mwckIgWlvrA6UR-zQ?1501095944" data-fileid="4041513472" data-uniquekey="1501095887177"></p> <ul type="disc"> <li><span style="font-size: medium;">Click on the <strong>OK</strong> button to confirm the deletion of the consultant.</span></li> <li><span style="font-size: medium;">Click on the <strong>Cancel</strong> button to cancel and return to Consultants View Archive page. </span></li> </ul> </div></div></div> 266153 214 4000005667 2017-07-26T15:05:48-04:00 4004241107 18 2 0 0 Contact Management - Archiving Consultant Details 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:13:38-04:00 1 0 EXPORT CONSULTANT DETAILS You can export the consultants’ details to use in other applications. AkkenCloud allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably. The following steps need to be followed to export the consultant details. Before beginning make sure that you have selected “Consultants” in Show field of Contact Management screen. Result: The Consultants screen is displayed. Select the consultant and click on the ‘Export’ link to export the consultant details. Result: The File download dialogue box is displayed. Click on the ‘Save’ button and specify the location to save the CSV file on your computer in the File download dialogue box. Click on the ‘Open’ button to open the CSV file. Click on the ‘Cancel’ link to cancel the exporting of consultants details.  <p><b style="color: rgb(79, 129, 189); font-size: large;">EXPORT CONSULTANT DETAILS</b></p><div><div><div> <p><span style="font-size: medium;">You can export the consultants’ details to use in other applications. <strong>AkkenCloud </strong>allows you to export the data in a CSV (comma separated value) format which can then be imported in to other application comfortably.</span></p> <p><span style="font-size: medium;">The following steps need to be followed to export the consultant details.</span></p> <ol type="1"> <li><span style="font-size: medium;">Before beginning make sure that you have selected <strong>“Consultants”</strong> in Show field of Contact Management screen. Result: The Consultants screen is displayed.</span></li> <li><span style="font-size: medium;">Select the consultant and click on the <strong>‘Export’</strong> link to export the consultant details. Result: The File download dialogue box is displayed.</span></li> </ol> <div><font size="3"><span><br></span></font></div> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4012668438/original/Contact_Mgmt_-_Export_Employee.PNG?1429198296" class="inline-image fr-dii fr-draggable" data-id="4012668438"></p> <br><ol type="1"> <li><span style="font-size: medium;">Click on the ‘<strong>Save’</strong> button and specify the location to save the CSV file on your computer in the File download dialogue box.</span></li> <li><span style="font-size: medium;">Click on the ‘<strong>Open’</strong> button to open the CSV file.</span></li> <li><span style="font-size: medium;">Click on the ‘<strong>Cancel’ link</strong> to cancel the exporting of consultants details. </span></li> </ol> </div></div></div> 266153 235 4000005669 2017-07-26T15:06:05-04:00 4004241107 19 2 1 0 Contact Management - Export Consultant Details 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:22:59-04:00 1 0 ACTIVITIES WITH CONSULTANTS Your organization can use the activities features to coordinate activities between you and consultant or with sales and marketing team. All Activities such as e-mail, meetings, documents uploading, and tasks are lodged and history of every activity with the consultant is kept for reference. The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record. You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to consultants from activities tab. Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Consultants. <p><span style="color: rgb(79, 129, 189); font-size: large;"><strong>ACTIVITIES WITH CONSULTANTS</strong></span></p><div><div><div> <p><span style="font-size: medium;">Your organization can use the activities features to coordinate activities between you and consultant or with sales and marketing team. All Activities such as e-mail, meetings, documents uploading, and tasks are lodged and history of every activity with the consultant is kept for reference.</span></p> <div><br></div> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513532/original/MDle-RqlZ7vgP8tV3P7qDKWQ-o4DVEtwtw?1501096034" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513532/original/MDle-RqlZ7vgP8tV3P7qDKWQ-o4DVEtwtw?1501096034" data-fileid="4041513532" data-uniquekey="1501095985931"></p> <br><ol type="1"> <li><span style="font-size: medium;">The Activities screen displays the <em>Modified Date, User, Title,Type </em>and<em> Sub-Type</em> columns. The <em>Type</em> column displays the activity type of the record.</span></li> <li><span style="font-size: medium;">You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to consultants from activities tab.</span></li> </ol> <table cellspacing="0"><tbody><tr> <td width="68"><span style="font-size: medium;"><img alt="" src="https://appserver14.akken.com/BSOS/Help/Admin_UM/refer.jpg" style="cursor: default; width: 41px; height: 38px;" class="fr-dii fr-draggable"></span></td> <td width="15"><br></td> <td width="720"><span style="font-size: medium;">Refer to the ‘<strong>Activities Tab’</strong> in Contacts section of CRM, to know how to organize activities with selected Consultants.</span></td> </tr></tbody></table> </div></div></div> 266153 232 4000005673 2017-07-26T15:07:22-04:00 4004241107 20 2 1 0 Contact Management - Activities with Consultants 2015-08-21T04:41:08-04:00 12054499 1 2014-03-13T15:35:36-04:00 0 0 The consultants screen in Contact Management displays the list of active consultants’ records which are maintained by marketing persons. To edit the consultant details, Before beginning make sure that you have selected “Consultants” under Contact Management. The Consultants screen displays the consultants’ records. Highlight a consultant record and double click it to view the details. Result: The Contact Management pop up window is displayed. The Contact Management pop up window contains two tabs – Consultant Information and Activities. The Consultant Information tab displays the consultant contact information. Select the Activities tab to organize the activities with consultants. See the Activities with Consultants topic to know how to organize the activities with the selected consultants. To close the window, click on the ‘Close’ link.  <p><span style="font-size: 16px; line-height: 1.3;">The consultants screen in Contact Management displays the list of active consultants’ records which are maintained by marketing persons. To edit the consultant details,</span></p><div><div><div> <ol type="1"> <li><span style="font-size: medium;">Before beginning make sure that you have selected “Consultants” under Contact Management.</span></li> <li><span style="font-size: medium;">The Consultants screen displays the consultants’ records.</span></li> <li><span style="font-size: medium;">Highlight a consultant record and double click it to view the details. Result: The Contact Management pop up window is displayed.</span></li> </ol> <div><font size="3"><span><br></span></font></div> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513566/original/45x-U-gALz89YIBzWqWiaIH2QeE5LMmuwA?1501096108" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041513566/original/45x-U-gALz89YIBzWqWiaIH2QeE5LMmuwA?1501096108" data-fileid="4041513566" data-uniquekey="1501096090522"></p> <br><ol type="1"> <li><span style="font-size: medium;">The Contact Management pop up window contains two tabs – <em>Consultant Information</em> and <em>Activities</em>.</span></li> <li><span style="font-size: medium;">The Consultant Information tab displays the consultant contact information.</span></li> <li><span style="font-size: medium;">Select the <strong>Activities</strong> tab to organize the activities with consultants. See the <strong><a href="http://support.akkencloud.com/solution/articles/4000005673-contact-management-activities-with-consultants">Activities with Consultants</a> </strong>topic to know how to organize the activities with the selected consultants.</span></li> <li><span style="font-size: medium;">To close the window, click on the ‘<strong>Close’ link</strong>. </span></li> </ol> </div></div></div> 266153 228 4000005682 2017-07-26T15:09:13-04:00 4004241107 21 2 0 0 Contact Management - Managing Consultants 2015-08-21T04:41:08-04:00 12054499 1 2015-06-15T14:45:05-04:00 0 0 Manage Rates With Manage Rates there is now one centralized location to organize and manage your various rates.  Giving access to users within Akken   Any users that will oversee and handle your rates will first need access to the 'Manage Rates' screen.   ·    Go to Admin - User Management and click on the user preferences icon next to your employees name ·    Check the box for 'Manage Rates' ·    And then click on 'Update'                  How to Manage Rates Go to Admin - Manage Rates - Regular, PerDiem, OverTime and DoubleTime rates are entered by default. Note: Regular and PerDiem are default rate types which cannot be edited or deleted. ·       To update Regular Pay/Bill rate information, click on the respective radio button. ·    To update the default OverTime/DoubleTime rate double click on OverTime/DoubleTime from the grid.            ·   In the dialog box you will enter in the following information for your OverTime/DoubleTime rate: o Pay Rate Value - Your OverTime/DoubleTime pay rate can automatically calculate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if OverTime/DoubleTime is one and a half times the pay rate enter 1.5 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'. o Allow users to overwrite? If checked you will allow o Bill Rate Value - Your OverTime/DoubleTime bill rate can automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if OverTime/DoubleTime is one and a half times the bill rate enter 1.5 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'. o Allow users to overwrite? If checked you will allow ·       Once information is entered, click on 'Update'          To add a new custom rate type such as holiday, vacation, etc., click on 'Add New Rate Type' ·   In the dialog box you will enter in the following information for your new rate type: o Rate Name - Holiday, Vacation, etc. o Pay Rate Value - The pay rate will automatically populate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if your new rate type is the same amount as your regular pay rate enter 1 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'. o Allow users to overwrite? If checked you will allow o Bill Rate Value - The bill rate will automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if your new rate type is the same amount as your regular bill rate enter 1 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'. o Allow users to overwrite? If checked you will allow ·  Once information is entered, click on 'Add' Please note: Checkbox(s) are disabled with the corresponding Rate Type(s) are associated with any Job Order(s) or any Assignment(s). Such rate types cannot be deleted. You can also assign certain rates to certain Job Titles by clicking on 'Select Job Titles': Setting default rates for a specific company: You can set up default rates each time a company is selected from within a job order OR when a job order is created from a company record.   How to use your rates ·     Within a job order record(new or existing) ·   Scroll down to 'Billing Information'      Enter in the amount of your 'Regular Pay Rate' and 'Regular Bill Rate'. Your 'Margin' and 'Markup' will automatically calculate for you. Your OverTime/DoubleTime rates will populate based on what you setup in 'Manage Rates' ·   If you allow users to overwrite your OverTime/DoubleTime rates, they will be able to change any information in the above section. Custom Rates To add another rate to the job order you will now use custom rates. Click on the custom rate link   Select rate from drop down, click add and click on save. The amount that displays is based on the information that is setup in Manage Rates and the Regular Pay/Bill Rates.       ·    If you allow users to overwrite your 'Custom' rates, they will be able to change any information in the above section. ·   To remove a custom rate click on the red 'X'   Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the billing section of a job order will flow through to back office assignments, time sheets and invoices. <p><span style="font-family: Arial; font-size: medium;"><u><strong>Manage Rates</strong></u></span></p><p><span style="font-family: Arial; font-size: medium; line-height: 1.3;"><br></span></p><p><span style="font-family: Arial; font-size: medium; line-height: 1.3;">With Manage Rates there is now one centralized location to organize and manage your various rates. </span></p><p><strong><span style="color: black; font-family: Arial; font-size: medium;"><br></span></strong></p><p><strong><span style="color: black; font-family: Arial; font-size: medium;">Giving access to users within Akken</span></strong></p><p><strong><span style="color: black; font-family: Arial; font-size: medium;"> </span></strong></p><p><span style="color: black; font-family: Arial; font-size: medium;">Any users that will oversee and handle your rates will first need access to the 'Manage Rates' screen.</span></p><p><strong><span style="color: black; font-family: Arial; font-size: medium;"> </span></strong></p><p style="text-indent: -0.25in;"><span style="color: black; font-family: Arial; font-size: medium;">·    </span><span style="color: black;"><span style="font-family: Arial;"><span style="font-size: medium;">Go to Admin - User Management and click on the user preferences icon next to your employees name</span></span></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-fileid="4041514071" data-uniquekey="1501096841688"></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-family: Symbol; color: black;">·    </span><span style="font-family: Arial, sans-serif; color: black;"><span style="font-size: medium;">Check the box for 'Manage Rates'</span></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514088/original/rX5eA1ha2-n7aedmGtYoOankM6XFfJhVdw?1501096956" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514088/original/rX5eA1ha2-n7aedmGtYoOankM6XFfJhVdw?1501096956" data-fileid="4041514088" data-uniquekey="1501096841688"></p><p style="text-indent: -0.25in;"><span style="font-family: Symbol; color: black;">·    </span><span style="font-family: Arial, sans-serif; color: black; font-size: medium;">And then click on 'Update'</span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; color: black; font-size: medium;">      </span><span style="color: black;">     </span><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514097/original/8MU2CorAZzFKi7fXTMhhFI5zlstB2q4_qA?1501096990" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514097/original/8MU2CorAZzFKi7fXTMhhFI5zlstB2q4_qA?1501096990" data-fileid="4041514097" data-uniquekey="1501096841688"><span style="font-family: Arial, sans-serif; color: black; font-size: medium;"></span></p><p><br></p><p style="text-indent: -0.25in;"><b style="font-size: medium; line-height: 1.3;"><span style="font-family: Arial, sans-serif;">     How to Manage Rates</span></b></p><p style="text-indent: -0.25in;"><b style="font-size: medium; line-height: 1.3;"><span style="font-family: Arial, sans-serif;"><br></span></b></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">Go to Admin - Manage Rates - Regular, PerDiem, OverTime and DoubleTime rates are entered by default. <strong>Note: Regular and PerDiem are default rate types which cannot be edited or deleted.</strong></span></p><p style="text-indent: -0.25in;"><span style="font-family: Symbol; font-size: medium;">· </span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif;"><span style="font-size: medium;">     To update Regular Pay/Bill rate information, click on the respective radio button.</span></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514104/original/rTVqHGUuwGjcse2CiH3YAdkNcgXbl1TzpA?1501097021" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514104/original/rTVqHGUuwGjcse2CiH3YAdkNcgXbl1TzpA?1501097021" data-fileid="4041514104" data-uniquekey="1501096841688"></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-family: Symbol;">·    </span><span style="font-family: Arial, sans-serif; font-size: medium;">To update the default OverTime/DoubleTime rate double click on OverTime/DoubleTime from the grid.</span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; font-size: medium;">    </span></p><p>     <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514130/original/vcRCGFB-_LjfWHSaQsZSPJljuiDKZQwP3w?1501097083" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514130/original/vcRCGFB-_LjfWHSaQsZSPJljuiDKZQwP3w?1501097083" data-fileid="4041514130" data-uniquekey="1501096841688"></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·   </span><span style="font-family: Arial, sans-serif;">In the dialog box you will enter in the following information for your OverTime/DoubleTime rate:</span></span></p><p style="margin-left: 74.25pt; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Pay Rate Value</span></strong><span style="font-family: Arial, sans-serif;"> - Your OverTime/DoubleTime pay rate can automatically calculate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if OverTime/DoubleTime is one and a half times the pay rate enter 1.5 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'.</span></span></p><p style="margin-left: 74.25pt; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Allow users to overwrite?</span></strong><span style="font-family: Arial, sans-serif;"> If checked you will allow</span></span></p><p style="margin-left: 74.25pt; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Bill Rate Value</span></strong><span style="font-family: Arial, sans-serif;"> - Your OverTime/DoubleTime bill rate can automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if OverTime/DoubleTime is one and a half times the bill rate enter 1.5 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'.</span></span></p><p style="margin-left: 74.25pt; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Allow users to overwrite?</span></strong><span style="font-family: Arial, sans-serif;"> If checked you will allow</span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·  </span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Arial, sans-serif;">    Once information is entered, click on 'Update'</span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Arial, sans-serif;">    </span></span><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514152/original/scZMGeRNhUPkC3tNx8_PtrMv41cgAxIB4A?1501097109" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514152/original/scZMGeRNhUPkC3tNx8_PtrMv41cgAxIB4A?1501097109" data-fileid="4041514152" data-uniquekey="1501096841688"></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; font-size: medium; line-height: 1.3;">    To add a new custom rate type such as holiday, vacation, etc., click on 'Add New Rate Type'</span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514165/original/UK8Z1r8p8T1a1sV7aC3opZ7KlDixX9MOPg?1501097149" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514165/original/UK8Z1r8p8T1a1sV7aC3opZ7KlDixX9MOPg?1501097149" data-fileid="4041514165" data-uniquekey="1501096841688"></p><p><span style="font-size: medium;"><br></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·   </span><span style="font-family: Arial, sans-serif;">In the dialog box you will enter in the following information for your new rate type:</span></span></p><p style="margin-left: 1in; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Rate Name</span></strong><span style="font-family: Arial, sans-serif;"> - Holiday, Vacation, etc.</span></span></p><p style="margin-left: 1in; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Pay Rate Value</span></strong><span style="font-family: Arial, sans-serif;"> - The pay rate will automatically populate for you based on the information you enter in the 'Regular Pay Rate X' field. For example, if your new rate type is the same amount as your regular pay rate enter 1 for 'Regular Pay Rate X' and then decide if it is 'Billable' or 'Non-Billable'.</span></span></p><p style="margin-left: 1in; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Allow users to overwrite?</span></strong><span style="font-family: Arial, sans-serif;"> If checked you will allow</span></span></p><p style="margin-left: 1in; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Bill Rate Value</span></strong><span style="font-family: Arial, sans-serif;"> - The bill rate will automatically calculate for you based on the information you enter in the 'Regular Bill Rate X' field. For example, if your new rate type is the same amount as your regular bill rate enter 1 for 'Regular Bill Rate X' and then decide if it is 'Taxable' or 'Non-Taxable'.</span></span></p><p style="margin-left: 1in; text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: 'Courier New';">o </span><strong><span style="font-family: Arial, sans-serif;">Allow users to overwrite?</span></strong><span style="font-family: Arial, sans-serif;"> If checked you will allow</span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">· </span></span></p><p><span style="font-family: Arial, sans-serif;"><span style="font-size: medium;">Once information is entered, click on 'Add'</span></span></p><p><span style="font-family: Arial, sans-serif;"></span></p><p style="font-size: medium;"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514184/original/lFFiaxUzD4rEXWbWf1zTV9EtkM3gSRsHZQ?1501097172" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514184/original/lFFiaxUzD4rEXWbWf1zTV9EtkM3gSRsHZQ?1501097172" data-fileid="4041514184" data-uniquekey="1501096841688"></p><p><b style="font-size: medium;">Please note: Checkbox(s) are disabled with the corresponding Rate Type(s) are associated with any Job Order(s) or any Assignment(s). Such rate types cannot be deleted.</b></p><p><br></p><p><strong><b style="font-size: medium;">You can also assign certain rates to certain Job Titles by clicking on 'Select Job Titles':</b></strong></p><p><strong><b style="font-size: medium;"><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514244/original/wOHF6O14w4PX4CkdHJ7TkpIYuenMP4FwWA?1501097261" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514244/original/wOHF6O14w4PX4CkdHJ7TkpIYuenMP4FwWA?1501097261" data-fileid="4041514244" data-uniquekey="1501096841688"></b></strong></p><p><br></p><p><strong><b style="font-size: medium;">Setting default rates for a specific company:</b></strong></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 16px;">You can set up default rates each time a company is selected from within a job order OR when a job order is created from a company record.</span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514967/original/yunw29urPjeZ7LvWnGYcw6fW0Jj-wkwzAg?1501098903" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514967/original/yunw29urPjeZ7LvWnGYcw6fW0Jj-wkwzAg?1501098903" data-fileid="4041514967" data-uniquekey="1501098832519"></p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514976/original/bhsr09PKanQao-1Ry43hIpC_9dcpF7VOaQ?1501098946" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514976/original/bhsr09PKanQao-1Ry43hIpC_9dcpF7VOaQ?1501098946" data-fileid="4041514976" data-uniquekey="1501098832519"></p><p><br></p><p><strong><span style="font-family: Arial, sans-serif; font-size: medium;"> </span></strong></p><p><strong><span style="font-family: Arial, sans-serif; font-size: medium;">How to use your rates</span></strong></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·</span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><font>    Within a job order record(new or existing)</font></span><span style="font-family: Arial, sans-serif; font-size: medium;"><br></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·   S</span><span style="font-family: Arial, sans-serif;">croll down to 'Billing Information'</span></span></p><p style="text-indent: -0.25in;">    <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514513/original/uFmT9tN0DlOb66CRDQ0zJLRWI2RPN-vW7g?1501097798" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514513/original/uFmT9tN0DlOb66CRDQ0zJLRWI2RPN-vW7g?1501097798" data-fileid="4041514513" data-uniquekey="1501096841688"></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Arial, sans-serif;"><br></span></span></p><p><span style="font-family: Arial, sans-serif; font-size: 16px; line-height: 1.3; text-indent: -0.25in;"><br></span></p><p><span style="font-family: Arial, sans-serif; font-size: 16px; line-height: 1.3; text-indent: -0.25in;">Enter in the amount of your 'Regular Pay Rate' and 'Regular Bill Rate'. Your 'Margin' and 'Markup' will automatically calculate for you. Your OverTime/DoubleTime rates will populate based on what you setup in 'Manage Rates'</span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·   </span><span style="font-family: Arial, sans-serif;">If you allow users to overwrite your OverTime/DoubleTime rates, they will be able to change any information in the above section.</span></span></p><p><span style="font-size: medium;"><strong><span style="font-family: Arial, sans-serif;"><br></span></strong></span></p><p><span style="font-size: medium;"><strong><span style="font-family: Arial, sans-serif;">Custom Rates</span></strong><span style="font-family: Arial, sans-serif;"></span></span></p><p><span style="font-size: medium;"><strong><span style="font-family: Arial, sans-serif;"><br></span></strong></span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">To add another rate to the job order you will now use custom rates. Click on the custom rate link</span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514529/original/T76Fp7zhydsSy6q5-aifmL3HRqjZp_gBjQ?1501097833" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514529/original/T76Fp7zhydsSy6q5-aifmL3HRqjZp_gBjQ?1501097833" data-fileid="4041514529" data-uniquekey="1501096841688"></p><p><span style="font-family: Symbol; text-indent: -0.25in;"> </span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">Select rate from drop down, click add and click on save.</span></p><p><span style="font-size: medium;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514559/original/W_XBYlkNH1xFLONjE0IrEL3sQ_sitQgeWg?1501097897" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514559/original/W_XBYlkNH1xFLONjE0IrEL3sQ_sitQgeWg?1501097897" data-fileid="4041514559" data-uniquekey="1501096841688"></p><p><span style="font-family: Arial; font-size: medium; text-indent: -0.25in; line-height: 1.3;">The amount that displays is based on the information that is setup in Manage Rates and the Regular Pay/Bill Rates.</span></p><p><span style="text-indent: -0.25in;">     </span><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514616/original/MA344zN1CdU9LYZEuJLU9SIc_DNB2PSCtQ?1501098044" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514616/original/MA344zN1CdU9LYZEuJLU9SIc_DNB2PSCtQ?1501098044" data-fileid="4041514616" data-uniquekey="1501096841688"></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-family: Arial; font-size: medium;">·    If you allow users to overwrite your 'Custom' rates, they will be able to change any information in the above section.</span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·   </span><span style="font-family: Arial, sans-serif;">To remove a custom rate click on the red 'X'</span></span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;"> </span></p><p><strong><span style="font-family: Arial, sans-serif; font-size: medium;">Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the billing section of a job order will flow through to back office assignments, time sheets and invoices.</span></strong></p><p><span style="font-family: Arial, sans-serif;"></span></p><p><br></p><p style="font-size: medium;"><br></p><p style="font-size: medium;"><br></p><p style="font-size: medium;"><br></p><p style="font-size: medium;"><br></p><p style="font-size: medium;"><br></p><p style="font-size: medium;"><br></p><p style="font-size: medium;"><br></p><p style="font-size: medium;"><br></p><p><br></p> 266153 370 4000055327 2017-07-26T15:56:48-04:00 4004241107 22 2 0 0 Manage Rates 2015-06-15T14:45:05-04:00 12054499 1 2015-06-15T14:57:48-04:00 0 1 Burden Management Burden Management provides you with the capability to itemize your individual Burdens. Giving access to users within Akken   Any users that will oversee and handle your burdens will first need access to the 'Burden Management' screen.   ·   Go to Admin - User Management and click on the user preferences icon next to your employees name            Check the box for 'Burden Management'        ·How to setup Burden Management ·  Go to Admin - Burden Management. You will need to first 'Enable' burden management by clicking on the radio button next to 'Enable' ·   Next, you need to create the individual burden items that will be included in your Burden Types, click on 'View Burden Item'          ·  Next click on 'Add New Burden Item'   Enter in the following information; Burden Item Name, Burden Value, Burden Mode (either % or Flat Amount), Burden On (Pay Rate, Bill Rate or Hours), Rates to apply on, Threshold Amount (if applicable), select Billable or Non-Billable and Taxable or Non-Taxable. Then click on Save.   After you have created your burden items you can create your individual burden types. Click on 'Create Burden Type' ·    Select the burden items from the list that you would like to include in this burden type and click on 'Add Selected Burden Items' ·    Now decide if you would like to add these items to an existing burden type or create a new burden type by selecting the respective radio button. For new burden type, name your burden and click on save. How to use Burden Types ·    Within a Job Order record(new or existing): Scroll down to 'Billing Information'. Burden will default to 'Zero Burden'. To apply burden, fill in your pay rate and bill rate, then choose the appropriate burden type from the drop down menu. ·   Once you have selected your burden type, the individual burden items will populate to the right of the burden type and the 'Margin' will recalculate based on your pay/bill rates and burden(s). Adding Burden Types to Job Locations · WWhen adding a new Job Location or editing an existing one, you have the ability to add Pay and Bill Burdens per that location and choose whether or not users can overwrite each one. ·OOn the Job Order, either select ‘new’ or ‘edit’ an existing Job Location, then select your burden(s) and choose whether or not to ‘Allow user to overwrite’. Once you ‘Save’ or ‘Update’ your location, the burden(s) will be automatically added to the Billing Information. Anytime that Job Location is selected on a Job Order, the burden(s) will be included.     Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the Billing Information section of a Job Order will flow through to back office Assignments, Time Sheets and Invoices. Adding Default Burdens to Company Records: <p><span style="font-size: medium;"><strong><u><span style="font-family: Arial, sans-serif;">Burden Management</span></u></strong><span style="font-family: Arial, sans-serif;"></span></span></p><p><span style="font-size: medium;"><strong><u><span style="font-family: Arial, sans-serif;"><br></span></u></strong></span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">Burden Management provides you with the capability to itemize your individual Burdens.</span></p><p><strong><span style="font-family: Arial, sans-serif; color: black; font-size: medium;"><br></span></strong></p><p><strong><span style="font-family: Arial, sans-serif; color: black; font-size: medium;">Giving access to users within Akken</span></strong></p><p><strong><span style="font-family: Arial, sans-serif; color: black; font-size: medium;"> </span></strong></p><p><span style="font-family: Arial, sans-serif; color: black; font-size: medium;">Any users that will oversee and handle your burdens will first need access to the 'Burden Management' screen.</span></p><p><strong><span style="font-family: Arial, sans-serif; color: black; font-size: medium;"> </span></strong></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol; color: black;">·   </span><span style="font-family: Arial, sans-serif; color: black;">Go to Admin - User Management and click on the user preferences icon next to your employees name</span></span></p><p style="text-indent: -0.25in;"><span style="color: black;">     </span></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514071/original/JpstrUtcFxPnOLIgTyQ_FMfzFe3G23S0Yw?1501096908" data-fileid="4041514071" data-uniquekey="1501096841688" class="fr-dii fr-draggable"></p><p style="text-indent: -0.25in;"><br></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; color: black; font-size: medium;"><br></span></p><p style="text-indent: -0.25in;"><span style="color: black; font-family: Arial, sans-serif; font-size: 16px; line-height: 1.3;">     Check the box for 'Burden Management'</span></p><p style="text-indent: -0.25in;"><span style="color: black;">      </span><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514665/original/6-tkpQZ6x11SNyuJWwEI49itu7gnHshf1A?1501098195" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514665/original/6-tkpQZ6x11SNyuJWwEI49itu7gnHshf1A?1501098195" data-fileid="4041514665" data-uniquekey="1501098097741"></p><p style="text-indent: -0.25in;"><br></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol; color: black;">·</span><strong><span style="font-family: Arial, sans-serif;">How to setup Burden Management</span></strong><span style="font-family: Arial, sans-serif;"></span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">· </span></span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">Go to Admin - Burden Management. You will need to first 'Enable' burden management by clicking on the radio button next to 'Enable'</span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514680/original/uJBdoNx92wvNzpjxUxVZnSI4G-6dc1daCA?1501098235" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514680/original/uJBdoNx92wvNzpjxUxVZnSI4G-6dc1daCA?1501098235" data-fileid="4041514680" data-uniquekey="1501098097741"></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·   </span><span style="font-family: Arial, sans-serif;">Next, you need to create the individual burden items that will be included in your Burden Types, click on 'View Burden Item'</span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Arial, sans-serif;">   </span></span>     <img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514700/original/JS25fecFhv8V1X-VuUu2GGXddRe2pC5Fqg?1501098281" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514700/original/JS25fecFhv8V1X-VuUu2GGXddRe2pC5Fqg?1501098281" data-fileid="4041514700" data-uniquekey="1501098097741"></p><p style="text-indent: -0.25in;"><span style="font-family: Symbol; font-size: 16px; line-height: 1.3;">· </span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">Next click on 'Add New Burden Item'</span></p><p><span style="font-size: medium;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514723/original/RGYCvIp6ckfJGftG8uIiaxRR9-wjhRaTHQ?1501098331" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514723/original/RGYCvIp6ckfJGftG8uIiaxRR9-wjhRaTHQ?1501098331" data-fileid="4041514723" data-uniquekey="1501098097741"></p><p><span style="font-family: Symbol; font-size: 16px; line-height: 1.3; text-indent: -0.25in;"> </span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">Enter in the following information; Burden Item Name, Burden Value, Burden Mode (either % or Flat Amount), Burden On (Pay Rate, Bill Rate or Hours), Rates to apply on, Threshold Amount (if applicable), select Billable or Non-Billable and Taxable or Non-Taxable. Then click on Save.</span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514731/original/KeD3YPlNE95FdNqqbMEcwo-MfdfAMhNoXQ?1501098353" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514731/original/KeD3YPlNE95FdNqqbMEcwo-MfdfAMhNoXQ?1501098353" data-fileid="4041514731" data-uniquekey="1501098097741"></p><p><br></p><p><span style="font-size: medium;"></span></p><p><span style="font-family: Symbol; font-size: 16px; line-height: 1.3; text-indent: -0.25in;"> </span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;">After you have created your burden items you can create your individual burden types. Click on 'Create Burden Type'</span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514756/original/YTM2i9uuv6CUji_YIGpeFfBAubCwrvnBLA?1501098415" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514756/original/YTM2i9uuv6CUji_YIGpeFfBAubCwrvnBLA?1501098415" data-fileid="4041514756" data-uniquekey="1501098097741"></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">· </span>   </span><span style="font-family: Arial, sans-serif; font-size: medium; line-height: 1.3;">Select the burden items from the list that you would like to include in this burden type and click on 'Add Selected Burden Items'</span></p><p><span style="font-family: Arial, sans-serif; font-size: medium;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514771/original/69j_-8QCvpTdqpwUUJNlb2IpbM9gGUjdvg?1501098439" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514771/original/69j_-8QCvpTdqpwUUJNlb2IpbM9gGUjdvg?1501098439" data-fileid="4041514771" data-uniquekey="1501098097741"></p><p><br></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">· </span>   N</span><span style="font-family: Arial, sans-serif; font-size: medium; line-height: 1.3;">ow decide if you would like to add these items to an existing burden type or create a new burden type by selecting the respective radio button. For new burden type, name your burden and click on save.</span><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514790/original/XWPhHsxDHW1h05-NJ06EGICc4j1C9wmXvg?1501098468" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514790/original/XWPhHsxDHW1h05-NJ06EGICc4j1C9wmXvg?1501098468" data-fileid="4041514790" data-uniquekey="1501098097741"></p><p><span style="font-size: medium;"></span></p><p><span style="font-size: medium;"><strong><span style="font-family: Arial, sans-serif;"><br></span></strong></span></p><p><span style="font-size: medium;"><strong><span style="font-family: Arial, sans-serif;">How to use Burden Types</span></strong></span></p><p><span style="font-size: medium;"><span style="font-family: Arial, sans-serif;"></span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·   </span></span></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 16px;">Within a Job Order record(new or existing):</span></p><p><br></p><p><span style="font-size: medium; line-height: 1.3; text-indent: -0.25in; font-family: Arial, sans-serif;">Scroll down to 'Billing Information'. Burden will default to 'Zero Burden'. To apply burden, fill in your pay rate and bill rate, then choose the appropriate burden type from the drop down menu.</span></p><p><span style="font-size: medium; line-height: 1.3; text-indent: -0.25in; font-family: Arial, sans-serif;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514841/original/nGtiqykV9TQh9ntI-ZHtEzQQwpEO1pDiXQ?1501098585" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514841/original/nGtiqykV9TQh9ntI-ZHtEzQQwpEO1pDiXQ?1501098585" data-fileid="4041514841" data-uniquekey="1501098097741"></p><p><br></p><p style="text-indent: -0.25in;"><span style="font-size: medium; line-height: 1.3; font-family: Symbol;">·   </span><span style="font-size: medium; line-height: 1.3; font-family: Arial, sans-serif;">Once you have selected your burden type, the individual burden items will populate to the right of the burden type and the 'Margin' will recalculate based on your pay/bill rates and burden(s).</span></p><p style="text-indent: -0.25in;"><span style="font-size: medium; line-height: 1.3; font-family: Arial, sans-serif;"></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514899/original/ZXlXOSCgpK5o0y25G3HQq1yiFjz5kl1L0Q?1501098676" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514899/original/ZXlXOSCgpK5o0y25G3HQq1yiFjz5kl1L0Q?1501098676" data-fileid="4041514899" data-uniquekey="1501098097741"></p><div><br></div><p><b style="font-size: medium; font-family: 'Helvetica Neue', Helvetica, Arial, sans-serif;"><span style="font-family: Arial, sans-serif;">Adding Burden Types to Job Locations</span></b></p><p><b style="font-size: medium;"><span style="font-family: Arial, sans-serif;"><br></span></b></p><p style="text-indent: -0.25in;"><span style="font-family: Symbol;">· </span><span style="font-family: Arial, sans-serif;">W<span style="font-size: medium;">When adding a new Job Location or editing an existing one, you have the ability to add Pay and Bill Burdens per that location and choose whether or not users can overwrite each one.</span></span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif;"><span style="font-size: medium;"><br></span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Symbol;">·O</span><span style="font-family: Arial, sans-serif;">On the Job Order, either select ‘new’ or ‘edit’ an existing Job Location, then select your burden(s) and choose whether or not to ‘Allow user to overwrite’. Once you ‘Save’ or ‘Update’ your location, the burden(s) will be automatically added to the Billing Information. Anytime that Job Location is selected on a Job Order, the burden(s) will be included.</span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Arial, sans-serif;">   </span></span></p><p style="text-indent: -0.25in;"><span style="font-size: medium;"><span style="font-family: Arial, sans-serif;"></span></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514921/original/24Q7bbF75HX3PwNbbUl3CBHCy13n_gAAKw?1501098727" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514921/original/24Q7bbF75HX3PwNbbUl3CBHCy13n_gAAKw?1501098727" data-fileid="4041514921" data-uniquekey="1501098097741"></p><p><br></p><p><strong><span style="font-family: Arial, sans-serif; font-size: medium;">Note: You can also perform the above steps on the Placement Details Screen and Assignments. Any information that you populate in the Billing Information section of a Job Order will flow through to back office Assignments, Time Sheets and Invoices.</span></strong></p><p><br></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 16px;">Adding Default Burdens to Company Records:</span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514947/original/rqRW8peH9FuV2_20IGJY5oRiI58skTvLMg?1501098786" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041514947/original/rqRW8peH9FuV2_20IGJY5oRiI58skTvLMg?1501098786" data-fileid="4041514947" data-uniquekey="1501098097741"></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; font-size: medium;"><br></span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; font-size: medium;"><br></span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; color: black; font-size: medium;"><br></span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; color: black; font-size: medium;"><br></span></p><p style="text-indent: -0.25in;"><span style="font-family: Arial, sans-serif; color: black;"><br></span></p> 266153 342 4000055328 2017-07-26T15:53:41-04:00 4004241107 23 2 0 1 Burden Management 2015-07-02T08:30:19-04:00 12054499 1 2016-12-22T16:53:54-05:00 2 0 User Management: To access User Management you can navigate to Admin-->User Management. User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords: The User icons to the far right of the User Management screen each have a certain functionality: Preferences Icon - This is where you can manage which screens each user has access to see in their account: Edit User Name - This is where you can change a user's username: Edit Password - This is where you can change a user's password: Email Setup - This is where you can setup a user's email for them instead of them doing it themselves: Deactivate - This is where you go to deactivate a user account: After clicking 'Select Employee' when chainging ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to: Note: If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud). <p><u>User Management:</u></p><p><br></p><p>To access User Management you can navigate to Admin--&gt;User Management.</p><p><br></p><p>User Management is where you can see create/deactivate users, see active users, edit user preferences, change user types, as well as changing usernames and passwords:</p><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511946/original/2M8X2t_Ck1jPslu5DyZjtyAtDEpOx4EZYg?1501092977" data-fileid="4041511946" data-uniquekey="1501092947882"></p><p><br></p><p>The User icons to the far right of the User Management screen each have a certain functionality:</p><p><br></p><ul> <li> <strong>Preferences Icon</strong> - This is where you can manage which screens each user has access to see in their account:<ul><li><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512026/original/ExIyLf3Xr9BM8Ca5-yIOFhQElf8K9S2KwA?1501093141" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512026/original/ExIyLf3Xr9BM8Ca5-yIOFhQElf8K9S2KwA?1501093141" data-fileid="4041512026" data-uniquekey="1501092947882"></li></ul> </li> <li> <strong>Edit User Name</strong> - This is where you can change a user's username:<ul><li><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512076/original/d86OYN06uD7ukGZ3OkBKpI6nQNYP39fL_A?1501093252" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512076/original/d86OYN06uD7ukGZ3OkBKpI6nQNYP39fL_A?1501093252" data-fileid="4041512076" data-uniquekey="1501092947882"></li></ul> </li> <li> <strong>Edit Password </strong>- This is where you can change a user's password:<ul><li><p><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512129/original/wamPEK_6o4G8YqUaDGSDt3S8S9uvf0dxQA?1501093320" data-fileid="4041512129" data-uniquekey="1501092947882"></p></li></ul> </li> <li> <p><strong>Email Setup </strong>- This is where you can setup a user's email for them instead of them doing it themselves:</p> <ul> <li><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512156/original/y5jI_FA7wHFQH7KEJH_fAWg7VxhMqEw9vg?1501093394" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512156/original/y5jI_FA7wHFQH7KEJH_fAWg7VxhMqEw9vg?1501093394" data-fileid="4041512156" data-uniquekey="1501092947882"></p></li> <li><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512173/original/oVyTOmYuW71iXqLN86yhnibAygZuvSTBfQ?1501093440" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512173/original/oVyTOmYuW71iXqLN86yhnibAygZuvSTBfQ?1501093440" data-fileid="4041512173" data-uniquekey="1501092947882"></p></li> </ul> </li> <li> <p><strong>Deactivate</strong> - This is where you go to deactivate a user account:</p> <ul> <li> <p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512207/original/m7CCZTCPcdOcwhbqUS80svNez0JRLpyC6Q?1501093489" data-fileid="4041512207" data-uniquekey="1501092947882"></p> <p>After clicking 'Select Employee' when chainging ownership of records you will get the following pop-up window to select an internal employee to move the record ownership to:</p> </li> <li><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041512250/original/pA750FAUulX4iJbmPOEiQQU0QKEeywH1aQ?1501093571" data-fileid="4041512250" data-uniquekey="1501092947882"></p></li> <li><p><strong>Note: </strong>If you utilize AkkenCloud as your email client you can also move existing and new emails that were originally tied to a user and move them to another user(as long as they have an email account configured in AkkenCloud).</p></li> </ul> </li> </ul> 266153 270 4000094757 2017-07-26T14:27:41-04:00 4004241107 24 2 2 0 User Management 2016-12-22T16:53:54-05:00 4004241107 1 2016-12-22T17:06:31-05:00 0 0 Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here. <div rel="clipboard_data">Contact Management section tracks and displays all the individuals who associate with the organization either as a contact or consultant or customer or employee. All the contacts of the organization can be managed from Contact Management. Contacts can be added, imported, exported, edited and also deleted from here.</div><p><br></p><p><img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226403/original/C7XgMj8vPyifgf3fkaEaUQ0FLCVTDJSZ7Q?1482444355" style="width: 1318px; height: 675.733px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226403/original/C7XgMj8vPyifgf3fkaEaUQ0FLCVTDJSZ7Q?1482444355" data-fileid="4034226403" data-uniquekey="1482444331483"></p> 266153 148 4000094760 2016-12-22T17:06:31-05:00 4004241107 25 2 0 0 Contact Management 2016-12-22T17:06:31-05:00 4004241107 1 2016-12-22T17:10:52-05:00 0 0 Data Management: As an Admin user you have the ability to view ALL contacts, companies, candidates, job orders, and CRM groups regardless of ownership and viewership (Public, Private, Shared). You also have the ability to archive, change ownership of any record and designate to another user, including yourself. In addition, you have the ability to mark each record as Public, Private, or Shared. Please note that this is the 'Admin version' of the CRM screens. <p><u>Data Management:</u></p><p><br></p><p>As an Admin user you have the ability to view ALL contacts, companies, candidates, job orders, and CRM groups regardless of ownership and viewership (Public, Private, Shared). You also have the ability to archive, change ownership of any record and designate to another user, including yourself. In addition, you have the ability to mark each record as Public, Private, or Shared. Please note that this is the 'Admin version' of the CRM screens.</p><p><br></p><p><img class="fr-draggable fr-dii" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226434/original/36-rw8fpDsdQgfWP9JhhdXoD7J-crKtZuw?1482444480" style="width: 1322px; height: 675.022px;" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4034226434/original/36-rw8fpDsdQgfWP9JhhdXoD7J-crKtZuw?1482444480" data-fileid="4034226434" data-uniquekey="1482444458732"></p> 266153 179 4000094761 2017-04-11T09:41:33-04:00 4001711681 26 2 0 0 Data Management 2016-12-22T17:10:52-05:00 4004241107 1 2017-07-26T16:08:08-04:00 0 0 Admin users do have the ability to create custom fields that appear in CRM(Companies, Contacts, Candidates, Job Orders): To create a new CDF(Company Defined Field) you can click on the 'Add' button. After clicking 'Add' you will be prompted with the following window: You can determine which CRM screen for the field to display as well as if it's required or not. You can then name the field and select the field type(Text, Dropdown, Radio, etc). If you select a field type that will display multiple values you must enter those values and mark one as a default. They will be displayed within the CRM record similar to the below: You also have the ability to filter by these CDFs using Akkusearch. Please note that it will take a few minutes for the filters to index and appear after creating a new CDF: <p>Admin users do have the ability to create custom fields that appear in CRM(Companies, Contacts, Candidates, Job Orders):</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515106/original/-wCVOqKTJ_OfxhSjV3H_fyPwbDdcJwgNXA?1501099313" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515106/original/-wCVOqKTJ_OfxhSjV3H_fyPwbDdcJwgNXA?1501099313" data-fileid="4041515106" data-uniquekey="1501099279141"></p><p>To create a new CDF(Company Defined Field) you can click on the 'Add' button. After clicking 'Add' you will be prompted with the following window:</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515154/original/pASYGI653Q2Z3PCvLxjeoVvaN2jPHIP8vg?1501099412" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515154/original/pASYGI653Q2Z3PCvLxjeoVvaN2jPHIP8vg?1501099412" data-fileid="4041515154" data-uniquekey="1501099279141"></p><p><br></p><p>You can determine which CRM screen for the field to display as well as if it's required or not. You can then name the field and select the field type(Text, Dropdown, Radio, etc).</p><p><br></p><p>If you select a field type that will display multiple values you must enter those values and mark one as a default.</p><p><br></p><p>They will be displayed within the CRM record similar to the below:</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515236/original/x7R8UwuAytEfLr6KmHO0HZQ2Vaer0Zistg?1501099586" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515236/original/x7R8UwuAytEfLr6KmHO0HZQ2Vaer0Zistg?1501099586" data-fileid="4041515236" data-uniquekey="1501099279141"></p><p><br></p><p>You also have the ability to filter by these CDFs using Akkusearch. Please note that it will take a few minutes for the filters to index and appear after creating a new CDF:</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515266/original/TvJELcRhLf5RQ2Xeu1SRNRV8zhQc7EmikQ?1501099672" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515266/original/TvJELcRhLf5RQ2Xeu1SRNRV8zhQc7EmikQ?1501099672" data-fileid="4041515266" data-uniquekey="1501099279141"></p><p><br></p> 266153 113 4000106410 2017-07-26T16:08:08-04:00 4004241107 27 2 0 0 Company Defined Fields 2017-07-26T16:08:08-04:00 4004241107 1 2017-07-26T16:12:29-04:00 1 0 Notifications can be automatically sent to internal users(and employees on active assignments). To set this up you would need to have Notification Management enabled in your Admin menu. If it is not enabled, go to Admin-->User Management, look at your preferences and enable it there. You can manage the credential notification via the Notification Management screen(Admin-->Notification Management): You have the ability to send emails, texts messages, and Akken popups for any expiring credentials for candidates and/or employees. <p>Notifications can be automatically sent to internal users(and employees on active assignments). To set this up you would need to have Notification Management enabled in your Admin menu. If it is not enabled, go to Admin--&gt;User Management, look at your preferences and enable it there.</p><p><br></p><p>You can manage the credential notification via the Notification Management screen(Admin--&gt;Notification Management):</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515332/original/vRcNGFRlmENBWzn1xX4tmbG1qV_C8clqoA?1501099870" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515332/original/vRcNGFRlmENBWzn1xX4tmbG1qV_C8clqoA?1501099870" data-fileid="4041515332" data-uniquekey="1501099752245"></p><p><br></p><p>You have the ability to send emails, texts messages, and Akken popups for any expiring credentials for candidates and/or employees.</p> 266153 128 4000106412 2017-07-26T16:12:29-04:00 4004241107 28 2 1 0 Notification Management 2017-07-26T16:12:29-04:00 4004241107 1 2017-07-26T16:27:56-04:00 3 0 Payroll Setup(Admin-->Payroll Setup) is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter: The Hours per Day Rule and Hours per Week Rule only apply if Time In & Time Out is selected. The reason being is that overtime is automatically calculated on Time In/Out timesheets instead of manually entering OT when creating a normal timesheet(non-Time In/Out). <p>Payroll Setup(Admin--&gt;Payroll Setup) is the area you manage mainly what your payroll weekend date is as well as any weekly/daily hours rules. You can also manage which types of timesheets users will have the ability to enter:</p><p><br></p><p><a href="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511903/original/jAY0xoyzp7e7faDg-poOxIdPUwOr7B8MNg?1501092839" target="_blank"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511903/original/jAY0xoyzp7e7faDg-poOxIdPUwOr7B8MNg?1501092839" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041511903/original/jAY0xoyzp7e7faDg-poOxIdPUwOr7B8MNg?1501092839" data-fileid="4041511903" data-uniquekey="1501092762779" class="fr-dii fr-draggable"></a></p><p><br></p><p>The Hours per Day Rule and Hours per Week Rule only apply if Time In &amp; Time Out is selected. The reason being is that overtime is automatically calculated on Time In/Out timesheets instead of manually entering OT when creating a normal timesheet(non-Time In/Out).</p> 266153 186 4000106414 2017-07-26T16:28:10-04:00 4004241107 29 2 3 0 Payroll Setup 2017-07-26T16:27:56-04:00 4004241107 1 2017-07-26T16:40:20-04:00 0 0 Admin-->Manage Roles As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions. By clicking on Display Commission Details you have the ability to either display or hide the commission details on any CRM records(as well as Assignment records): To add a new role type you can click on 'Add New Role' and you will be prompted with the following window: When creating a new role type you have the ability to allow/deny users to override a commission plan. You can also set up a commission plan(and multiple plans) where you can enter the effective dates as well as the percentage or flat amount of the margin, markup, pay rate, bill rate, salary, or placement fee: To add a role to a CRM record(Companies, Contacts, Candidates, Job Orders) you would navigate to the billing information section and to the 'Commission/Splits' field. You would then select an employee from the list and then select which role type they are. Their commission plan should then display similar to the below: <p><strong>Admin--&gt;Manage Roles</strong></p><p><br></p><p>As an Admin user you have the ability to manage role types(Recruiter, Account Manager, etc) as well as their commissions.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515824/original/U-5l0L02sd46CYuW4jBPnkl2f3sJhZle1Q?1501100963" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515824/original/U-5l0L02sd46CYuW4jBPnkl2f3sJhZle1Q?1501100963" data-fileid="4041515824" data-uniquekey="1501100957141"></p><p><br></p><p>By clicking on Display Commission Details you have the ability to either display or hide the commission details on any CRM records(as well as Assignment records):</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515895/original/UTSpMWPZvdkHFv6UdKONxsvSWtcw8GXRSg?1501101113" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515895/original/UTSpMWPZvdkHFv6UdKONxsvSWtcw8GXRSg?1501101113" data-fileid="4041515895" data-uniquekey="1501100957141"></p><p><br></p><p>To add a new role type you can click on 'Add New Role' and you will be prompted with the following window:</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515911/original/QBpnGhfcEBNxrtmZvtKxtOe27iy7do1IiA?1501101168" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515911/original/QBpnGhfcEBNxrtmZvtKxtOe27iy7do1IiA?1501101168" data-fileid="4041515911" data-uniquekey="1501100957141"></p><p><br></p><p>When creating a new role type you have the ability to allow/deny users to override a commission plan.</p><p><br></p><p>You can also set up a commission plan(and multiple plans) where you can enter the effective dates as well as the percentage or flat amount of the margin, markup, pay rate, bill rate, salary, or placement fee:</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515979/original/SA_afuL_16laf1bkcqNiWSnKJ_U_cpm04A?1501101317" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041515979/original/SA_afuL_16laf1bkcqNiWSnKJ_U_cpm04A?1501101317" data-fileid="4041515979" data-uniquekey="1501100957141"></p><p><br></p><p>To add a role to a CRM record(Companies, Contacts, Candidates, Job Orders) you would navigate to the billing information section and to the 'Commission/Splits' field. You would then select an employee from the list and then select which role type they are. Their commission plan should then display similar to the below:</p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041516024/original/Gd73pTkXZ5K5StySRzVkQfAP7DwvfQ1VYw?1501101489" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/4041516024/original/Gd73pTkXZ5K5StySRzVkQfAP7DwvfQ1VYw?1501101489" data-fileid="4041516024" data-uniquekey="1501100957141"></p><p><br></p><p><br></p><p><br></p><p><br></p> 266153 135 4000106417 2017-07-26T16:40:20-04:00 4004241107 30 2 0 0 Manage Roles 2017-07-26T16:40:20-04:00 4004241107